Adam
Katzman
140 Broadway, 22nd Floor
New York, NY
10005 |
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Education and Training:
BS - Lehigh University, 1995 - Finance
MBA - Villanova University,
2000
Designations:
CPA
Specialized Services Offered:
Personal & Family Estate Planning
Community, Charitable or Professional
Organizations/Associations:
Essex County Chair - Join - United Jewish Communities of
Metrowest
Insurance Licensed In:
Florida, New Jersey, New York, Pennsylvania
Securities Licensed In:
Florida, New Jersey, New York, Pennsylvania
Adam Katzman is a Financial
Representative of The Guardian Life Insurance Company of America, New York, NY.
Strategies for Wealth is not an affiliate or
subsidiary of Guardian. PAS and the representative do not provide tax advice or
services.
Registered
Representative and Financial Advisor of and offers securities products/services
and advisory services through Park Avenue Securities LLC (PAS), a registered
broker-dealer and investment advisor. Strategies for Wealth is not affiliates or subsidiaries of PAS.
PAS is a member FINRA/SIPC. www.finra.org
The Registered
Representative is securities licensed in the above mentioned states and is
strictly intended for individuals residing in those states. No offers may
be made or accepted from any resident outside these specified
states. |