Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Andrew Lake is a registered representative with Vanguard Marketing Corp. Adam has been in the financial services industry for over 11 years. Adam has passed the Series 66, Series 24, and Series 7 exams, and is registered in Pennsylvania. Adam was previously employed by RAYMOND JAMES 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.
1
2
PA
06/20/2013 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
03/26/2010 - 08/03/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (YORK PA)
BOTH
Issued 08/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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