Adam Mark Kazinec
Investment adviser representative at Cetera Investment Advisers LLC
18 yearsExperience
2 statesRegistered in
ChFC®Designation
$256.8BFirm assets
Are you Adam Mark Kazinec? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Cetera Investment Advisers LLCNov 2023 to now
- Cetera Invesment Advisers LLCNov 2023 to now
- Cetera Wealth Services, LLCNov 2023 to now
- Convergent Financial PartnersNov 2023 to now
- Pruco Securities, LLC.May 2008 to Nov 2023
- Prudential Insurance Company of AmericaMay 2008 to Nov 2023
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5534012
- Firm CRD
- 105644