Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Robert Hurwitz is a registered representative with Citigroup Global Markets Inc. Adam has been in the financial services industry since 2000. Adam is registered with the state of Florida and holds the following licenses: Series 63, SIE, Series 52, Series 55, Series 7. Adam has experience with various financial products and services including mutual funds, variable life insurance, and fixed annuities. Adam works with a variety of clients including individuals, corporations, and institutions. Adam is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Adam's previous experience includes working at SIDOTI & COMPANY, LLC, SALOMON SMITH BARNEY INC., SERVICE ASSET MANAGEMENT COMPANY, PENSON FINANCIAL SERVICES, INC., and OLDE DISCOUNT CORPORATION.
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.
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.
Asset allocation advice
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.
1
2
FL
02/16/2017 - Present
Citigroup Global Markets Inc. (Boca Raton FL)
NY
10/30/2002 - 11/24/2003
SIDOTI & COMPANY, LLC (NEW YORK NY)
NY
09/27/2001 - 11/27/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
TX
10/12/2000 - 12/18/2000
SERVICE ASSET MANAGEMENT COMPANY (AUSTIN TX)
TX
01/14/2000 - 12/15/2000
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
MI
10/23/1996 - 06/17/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 03/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 01/05/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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