Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Beveridge is a financial advisor registered with Cambridge Investment Research Advisors, Inc. in Mansfield, Ohio. Adam has been in the financial services industry since June 19, 2009. Adam has a Series 66, Series 7, and SIE license. Adam also holds licenses in 13 states, including Ohio, Colorado, Florida, Idaho, Illinois, Iowa, New Mexico, North Carolina, Pennsylvania, Vermont, Washington and Wisconsin. Adam has experience in a variety of areas, including financial planning, portfolio management, 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
02/15/2023 - Present
Cambridge Investment Research Advisors, Inc. (Mansfield OH)
WA
11/30/2018 - 02/15/2023
INVICTA CAPITAL LLC (Federal Way WA)
PA
12/15/2016 - 11/29/2018
TRUSTMONT FINANCIAL GROUP, INC. (GREENSBURG PA)
OH
08/25/2014 - 01/02/2015
SECURITIES SERVICE NETWORK, INC. (MANSFIELD OH)
OH
06/29/2007 - 08/20/2012
PROEQUITIES, INC. (MANSFIELD OH)
BOTH
Issued 09/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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