Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Briggs is a financial advisor at Cetera Investment Advisers LLC. Adam has been in the financial services industry since 2001 and has a wide range of experience in financial planning, portfolio management, and insurance. Adam holds the Series 7, Series 63, and SIE licenses. Adam is also a registered investment advisor in Ohio and Texas. Adam has a strong commitment to providing clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (WOOSTER OH)
OH
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WOOSTER OH)
IA
01/21/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MI
08/14/2001 - 01/02/2003
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
IA
07/30/2001 - 08/06/2001
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 08/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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