Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Edward Adamczyk is a registered investment advisor with Intrepid Financial Planning Group, LLC. He holds a Series 7 and a Series 63 license. He has been working as a registered investment advisor for over 20 years and is a member of the American Institute of Certified Public Accountants. Thomas has experience in financial planning, portfolio management and tax preparation. He works with individuals, families and small businesses. He is committed to providing his clients with personalized financial advice and services to help them reach 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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
06/29/2000 - Present
Intrepid Financial Planning Group, LLC (Carmel IN)
IN
01/12/2009 - 05/26/2011
MORRIS GROUP, INC. (INDIANAPOLIS IN)
IN
01/16/2004 - 12/31/2006
MORRIS GROUP, INC. (INDIANAPOLIS IN)
MA
04/19/2000 - 12/31/2003
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
BC
Issued 06/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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