Adam ZawilenskiCRD Number: 7411062
Current Firm: Prudential Financial Planning Services
Adam Zawilenski (CRD# 7411062) is an Investment Advisor Representative working at Prudential Financial Planning Services in Saint Louis Park, MN and has 1 year of experience in the finance industry.
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|The Prudential Insurance Company Of America||St Louis Park, MN||Nov 2021 - Current||< 1|
|Pruco Securities LLC||St Louis Park, MN||May 2021 - Current||1|
|Wp Operations, LLC||Hixton, WI||Jan 2018 - May 2021||3|
|Pinstripes||South Barrington, IL||Oct 2016 - Dec 2017||1|
|Rolling Green Country Club||Arlington Heights, IL||Aug 2016 - Sep 2016||< 1|
|Ravinia Green Country Club||Riverwoods, IL||Mar 2016 - Aug 2016||< 1|
|Rivers Casino||Des Plains, IL||Sep 2012 - Mar 2016||3|
|Le Titi De Paris||Arlington Heights, IL||Oct 2010 - Jun 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
Total Assets Under Management14,969MILLIONS
Total Number of Accounts92,200ACCOUNTS
Average Account Value$162,356
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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