Adam Rothstein
Managing Director - Financial Advisor at RBC Wealth Management
- Role
- Managing Director - Financial Advisor at RBC Wealth Management
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
Experience
Managing Director - Financial Advisor
Jan 2022 — Present · Boca Raton, FL, US
Please visit for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.
Education
University of Denver - Daniels College of Business
BSBA, Finance
2004 — 2008
Skills
- Options Strategies
- Series 7
- Financial Planning
- Series 63
- Series 65
- Retirement Planning
- Financial Services
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