Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Sachs is a financial advisor with over 10 years of experience in the industry. Adam is currently registered with Brookfield Oaktree Wealth Solutions LLC and holds the Series 7, Series 63 and SIE licenses. Adam has previously worked with Quasar Distributors, LLC and Brookfield Private Advisors LLC. Adam is licensed in New York.
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.
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.
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2
NY
12/22/2021 - Present
Brookfield Oaktree Wealth Solutions LLC (New York NY)
NY
01/18/2012 - 12/31/2021
QUASAR DISTRIBUTORS, LLC (New York NY)
NY
08/15/2012 - 12/22/2021
BROOKFIELD PRIVATE ADVISORS LLC (New York NY)
NY
05/07/2010 - 07/26/2011
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BC
Issued 05/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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