Unclaimed
Broderick Zisko is an investment advisor representative at McAdam LLC. Broderick Zisko has been in the securities industry for over 6 years. Broderick Zisko is registered to provide investment advisory services in Massachusetts. Broderick Zisko has passed the Series 7, Series 66, and SIE exams. Broderick Zisko's prior employment includes Purshe Kaplan Sterling Investments. Broderick Zisko is also a tax preparer with The Zisko Tax Group.
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.
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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MA
09/21/2016 - Present
McAdam LLC (Boston MA)
MA
07/27/2016 - 11/08/2018
PURSHE KAPLAN STERLING INVESTMENTS (Boston MA)
BOTH
Issued 08/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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