Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Boerger is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Adam has been in the financial services industry since 1996. Prior to joining Wells Fargo Advisors Financial Network, LLC, Adam was a financial advisor with WELLS FARGO CLEARING SERVICES, LLC. Adam holds a Series 7, 63, 9, 10, and 65 licenses and is registered in 23 states and 1 territory.
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.
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.
Investment consulting services to institutional clients
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.
1
2
KY
11/14/2022 - Present
Wells Fargo Advisors Financial Network, LLC (ELSMERE KY)
OH
07/01/2003 - 08/18/2022
WELLS FARGO CLEARING SERVICES, LLC (CINCINNATI OH)
NY
02/13/2003 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/12/1996 - 02/03/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/19/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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