Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Cheshire is a financial professional with over 10 years of experience in the financial services industry. Adam is currently registered with Cetera Investment Advisers LLC and has been with Cetera Investment Advisers LLC since February 2024. Adam has held previous roles with CUSO Financial Services, LP, Morgan Stanley, Wells Fargo Clearing Services, LLC, and NYLIFE Securities LLC. Adam is a Series 7, 6, 63 and 66 licensed representative, and holds a Securities Industry Essentials (SIE) designation. Adam's areas of expertise include portfolio management for individuals and businesses, financial planning, and pension consulting.
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
NC
02/06/2024 - Present
Cetera Investment Advisers LLC (RALEIGH NC)
NC
02/13/2023 - 01/29/2024
CUSO FINANCIAL SERVICES, L.P. (RALEIGH NC)
NC
12/21/2018 - 12/13/2022
MORGAN STANLEY (Raleigh NC)
NC
03/12/2014 - 12/13/2018
WELLS FARGO CLEARING SERVICES, LLC (RALEIGH NC)
NY
02/28/2013 - 11/27/2013
NYLIFE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 6/1/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 2/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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