Adam Kazinec is a ChFC-designated registered investment advisor, based in Atlanta, GA, with 17 years of industry experience.
Location
Atlanta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam sells fixed insurance products with various companies since 2008, dedicating a few hours per week. He also volunteers with the Jewish Federation of Greater Atlanta and is a managing partner/senior wealth manager at Convergent Financial Partners, spending full-time hours supporting clients and recruiting.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations12 states
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