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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Baldridge is a financial advisor at Fidelity Personal And Workplace Advisors. Adam has been working in the financial services industry since 2017. He holds the Series 63, Series 66, Series 7, and SIE licenses. He is registered to provide investment advice in 25 states. Adam has a strong background in investment management and is committed to helping his clients reach their financial goals. He is also involved in the community and is an active member of several organizations.
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.
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
CA
03/07/2022 - Present
Fidelity Personal AND Workplace Advisors (SAN DIEGO CA)
CA
02/26/2018 - 05/01/2021
TD AMERITRADE, INC. (San Diego CA)
CO
03/04/2017 - 02/26/2018
SCOTTRADE, INC. (WESTMINSTER CO)
BOTH
Issued 03/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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