Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Zachary Epstein is a financial advisor registered with the state of California. Adam holds the Series 7 and Series 87 securities licenses, as well as the Series 63 state securities license. Adam is also a CFA charterholder. Adam works at Maze Investments, LLC, a firm that specializes in providing investment advisory services to pooled investment vehicles. Adam has been with Maze Investments, LLC since 2010. Adam has prior experience working with J.P. Morgan Securities Inc. 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.
Sub-adviser
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
06/30/2010 - Present
Maze Investments, LLC (LOS ANGELES CA)
NY
09/09/2003 - 10/16/2006
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 09/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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