Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Cameron Monson is a financial professional with over 8 years of experience in the industry. Adam is currently registered as a Registered Representative with Onedigital Investment Advisors, a firm based in Overland Park, Kansas. Adam previously held positions at Northwestern Mutual Investment Services, LLC and Valmark Securities, Inc.. Adam holds multiple securities licenses, including Series 6, Series 63, and Series 65, and has also passed the Securities Industry Essentials Examination (SIE). Adam is also a licensed insurance agent.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
10/08/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
CA
08/03/2015 - 03/01/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEWPORT BEACH CA)
IA
Issued 07/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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