Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Rekasie is a financial advisor registered with Cetera Investment Advisers LLC. Adam has been working in the financial services industry since 2007. Adam has a series 6, 7, 63, and 65 licenses, as well as the SIE exam. Adam has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Adam is committed to providing personalized financial advice to help clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
02/03/2023 - Present
Cetera Investment Advisers LLC (CANONSBURG PA)
PA
07/14/2016 - 02/06/2023
CITIZENS SECURITIES, INC. (Pittsburgh PA)
PA
06/26/2014 - 07/12/2016
PNC INVESTMENTS (NATRONA HEIGHTS PA)
PA
08/30/2007 - 03/26/2014
PNC INVESTMENTS (PITTSBURGH PA)
MO
09/08/2006 - 11/14/2006
EDWARD JONES (ST. LOUIS MO)
MA
08/05/2005 - 12/21/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 12/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/23/2012
Series 7 - General Securities Representative Examination
BC
Issued 8/3/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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