Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Hale is a registered representative with Clarendon Insurance Agency, Inc. based in Waltham, MA. Adam has been in the financial industry for over 10 years and holds the Series 7 and Series 63 licenses. Adam has previously worked with Symetra Securities, Inc., ProEquities, Inc., AIG Capital Services, Inc., and Securian Financial Services, Inc.
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.
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.
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2
MA
01/24/2023 - Present
Clarendon Insurance Agency, Inc. (WALTHAM MA)
WA
12/26/2019 - 01/27/2023
SYMETRA SECURITIES, INC. (BELLEVUE WA)
TX
08/03/2016 - 12/17/2019
PROEQUITIES, INC. (GEORGETOWN TX)
TX
05/27/2014 - 07/18/2016
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
TX
10/11/2013 - 05/07/2014
SECURIAN FINANCIAL SERVICES, INC. (HOUSTON TX)
BC
Issued 04/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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