Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Zeliger is an investment advisor representative with IC Advisory Services, Inc.. Adam has been in the industry since 1995 and is registered in California, Florida, Maryland, New Jersey, New York, North Carolina, Pennsylvania, and Virginia. Adam has experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Adam provides financial planning, portfolio management, and selection of other advisors. Adam also holds the Series 63, Series 65, Series 7, Series 24, Series 31 and SIE licenses.
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.
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
NY
01/27/2025 - Present
IC Advisory Services, Inc. (NEW YORK NY)
NJ
03/16/2001 - 10/02/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/12/1999 - 03/29/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
03/01/1996 - 07/09/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
11/21/1995 - 01/26/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/23/1995 - 11/14/1995
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 12/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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