Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam C. Bea is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Adam has been in the financial industry since June 13, 2017. Previously, Adam worked for Ivy Distributors, Inc., Waddell & Reed, and GWFS Equities, Inc. Adam is licensed to sell securities in Arizona, Arkansas, Colorado, Florida, Hawaii, Illinois, Iowa, Kansas, Massachusetts, Missouri, Nebraska, North Carolina, Ohio, Oklahoma, Texas, and is also registered as an investment advisor in Kansas and Texas.
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.
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
KS
05/06/2022 - Present
Fidelity Personal AND Workplace Advisors (OVERLAND PARK KS)
KS
03/20/2019 - 04/30/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
03/20/2019 - 04/21/2021
WADDELL & REED (OVERLAND PARK KS)
KS
08/31/2016 - 03/04/2019
GWFS EQUITIES, INC. (OVERLAND PARK KS)
IA
Issued 03/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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