Verified
Adam Weiner is a financial advisor with LPL Financial LLC based in Troy, MI. Adam is registered to provide investment advisory services in Michigan and Texas. Adam has been working in the financial services industry since 2016. Adam previously worked at FSC Securities Corporation and AIG Capital Services, Inc. Adam holds Series 6, Series 63, Series 65 and SIE licenses.
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.
Consulting and other non-discretionary advisory services
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
MI
05/09/2019 - Present
LPL Financial LLC (TROY MI)
MI
10/08/2018 - 05/13/2019
FSC SECURITIES CORPORATION (Bloomfield Hills MI)
NJ
03/12/2016 - 02/02/2018
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
IA
Issued 10/01/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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