Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Polacek is a financial advisor who has been in the industry since October 1996. Adam is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Evanston, Illinois. Previously, Adam was registered with Nuveen Securities, LLC in Chicago, Illinois. Adam holds a Series 63, Series 65, Series 7 and Series 24 licenses. Adam specializes in Financial Planning, Selection of Other Advisors, and Portfolio Management for Individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
IL
05/09/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (EVANSTON IL)
IL
01/03/2017 - 12/19/2018
NUVEEN SECURITIES, LLC (CHICAGO IL)
IL
02/11/2008 - 12/31/2016
TEACHERS PERSONAL INVESTORS SERVICES, INC. (CHICAGO IL)
IL
09/02/1999 - 04/17/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHICAGO IL)
NY
01/14/1998 - 08/20/1999
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
NY
09/02/1994 - 04/17/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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