Adam J. Holiber, CFA
Summit Equity Management, Inc.
Financial Planner in Santa Monica, CA
Address:401 Wilshire Blvd, Ste 1020
Santa Monica, CA 90401
About Adam J. Holiber
Adam Holiber is a financial professional at Summit Equity Management, Inc. located in Santa Monica, California. Adam Holiber holds an industry securities registration subject to FINRA oversight having passed securities examinations including S16, S24, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Adam Holiber provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Adam Holiber401 Wilshire Blvd, Ste 1020
Santa Monica, CA 90401
Phone Number:
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Website:
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