Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Podsednik is an investment advisor representative who has been in the industry since 2002. Adrian currently works for Avantax Advisory Services, a firm specializing in financial planning, portfolio management, and retirement planning services. Before joining Avantax, Adrian was a financial advisor with LPL Financial LLC. Adrian is registered with the state of Texas. Adrian has a background in accounting and tax preparation, and he has been providing these services for over 25 years. In addition to his financial advisory experience, Adrian is also a licensed insurance agent.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/22/2019 - Present
Avantax Advisory Services (Bedford TX)
TX
11/05/2012 - 11/07/2019
LPL FINANCIAL LLC (BEDFORD TX)
TX
12/17/2010 - 11/21/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (EULESS TX)
TX
05/24/2005 - 12/21/2010
NFP SECURITIES, INC. (ADDISON TX)
NY
12/02/2003 - 05/26/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
11/19/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
BOTH
Issued 11/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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