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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 Ambielli is a financial advisor with over 8 years of experience in the industry. Adam is a Registered Representative and Investment Advisor Representative, with experience at Securities America, Inc. and Northwestern Mutual Investment Services, LLC, Adam currently is a Financial Advisor at Osaic Wealth, Inc. Adam is licensed to provide financial services in California, Colorado, Florida, New Jersey, New York, North Carolina, Pennsylvania, and Texas. Adam holds the Series 6, Series 7, Series 63, and SIE licenses and is also a Chartered Financial Consultant. Adam focuses on providing financial planning and wealth management services to a wide range of clients, including individuals, high net worth individuals, and corporations.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
NY
08/16/2019 - 06/14/2024
SECURITIES AMERICA, INC. (VICTOR NY)
NY
11/09/2015 - 08/19/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Pittsford NY)
BC
Issued 09/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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