Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Kazalski is a financial professional with over 20 years of experience in the industry. He is currently registered with The Ameriflex Group. Adam has a wide range of experience providing financial planning, investment advisory and wealth management services to individuals, families, businesses, corporations, trusts and retirement plans. Adam is registered to provide investment advisory services in both Florida and New Jersey.
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.
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
FL
09/08/2022 - Present
THE Ameriflex Group (Lakewood Ranch FL)
NJ
09/08/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (RED BANK NJ)
NJ
08/12/2011 - 09/16/2022
EQUITABLE ADVISORS, LLC (EDISON NJ)
NJ
09/09/1999 - 08/11/2011
PARK AVENUE SECURITIES LLC (SHREWSBURY NJ)
IA
Issued 10/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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