Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Adamek has been in the financial services industry for over 27 years. Marc is currently registered with MML Investors Services, LLC, and has been with the firm since March 2017. Marc has also held previous positions at MSI Financial Services, Inc. and Legg Mason Investor Services, LLC. Marc has a broad range of experience in the financial services industry and is committed to providing clients with personalized financial advice. Marc specializes in asset allocation programs, financial planning, pension consulting, educational seminars, and the selection of other advisors. Marc is also a registered representative with FINRA and holds Series 7, Series 63, and Series 65 licenses. Marc is committed to helping his clients achieve their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
09/22/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
CT
12/01/2005 - 12/12/2008
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
03/29/2005 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/29/1997 - 02/28/2005
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NE
03/28/1996 - 09/30/1997
WATERHOUSE SECURITIES, INC. (OMAHA NE)
MN
10/05/1994 - 01/04/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/05/1994 - 01/04/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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