Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Chambers is a financial advisor with over 12 years of experience in the industry. Adam is registered with Osaic Wealth, Inc. in Midland, MI, and holds both Series 7 and Series 63 securities licenses. Adam is also a Registered Investment Advisor. Adam is a member of the FINRA and has a history of working with a variety of clients including high net worth individuals, corporations, and trusts.
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.
A percentage of the total value of assets under management is charged.
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MI
11/03/2023 - Present
Osaic Wealth, Inc. (Midland MI)
MI
05/22/2013 - 11/03/2023
FSC SECURITIES CORPORATION (Midland MI)
MI
11/23/2012 - 05/13/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAGINAW MI)
MI
09/30/2011 - 07/30/2012
W R RICE FINANCIAL SERVICES, INC. (SAGINAW MI)
MI
11/09/2010 - 03/18/2011
HANTZ FINANCIAL SERVICES, INC. (MIDLAND MI)
IA
Issued 12/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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