Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adele? Claim Your ProfileAdele Zilber is a financial advisor with over 20 years of experience in the industry. Adele is currently registered with Osaic Wealth, Inc. and is based in RADNOR, PA. Adele has previously worked at a number of other firms, including Securities America, Inc., Investcorp, Inc., The Leaders Group, Inc., and ING Financial Partners, Inc. Adele specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (RADNOR PA)
PA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (RADNOR PA)
PA
04/05/2019 - 07/17/2020
INVESTACORP, INC. (KING OF PRUSSIA PA)
CO
01/02/2015 - 03/12/2019
THE LEADERS GROUP, INC. (LITTLETON CO)
MD
02/04/2014 - 01/12/2015
SAGEPOINT FINANCIAL, INC. (COLUMBIA MD)
MD
08/22/2011 - 12/31/2013
ING FINANCIAL PARTNERS, INC. (COLUMBIA MD)
MD
06/18/2010 - 04/04/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (COLUMBIA MD)
MD
12/18/2008 - 11/27/2009
ING FINANCIAL PARTNERS, INC. (COLUMBIA MD)
MD
09/29/2008 - 11/06/2008
ING FINANCIAL PARTNERS, INC. (COLUMBIA MD)
CT
12/15/2006 - 06/30/2008
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MD
01/01/2005 - 12/08/2006
ING FINANCIAL PARTNERS, INC. (ELLICOTT CITY MD)
CA
01/02/2003 - 01/01/2005
INTERLINK SECURITIES CORP. (WOODLAND HILLS CA)
MD
07/10/2000 - 12/31/2002
MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)
BC
Issued 07/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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