Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Champagne is a financial professional with over 30 years of experience in the industry. Adam is currently registered with Wells Fargo Advisors Financial Network, LLC and holds a Series 63, Series 66, Series 7, and Series 31 licenses. Adam has previously been registered with WELLS FARGO CLEARING SERVICES, LLC, A. G. EDWARDS & SONS, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Adam is a member of the University of Louisiana Foundation board.
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.
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2
LA
09/08/2022 - Present
Wells Fargo Advisors Financial Network, LLC (LAFAYETTE LA)
LA
10/14/2005 - 09/08/2022
WELLS FARGO CLEARING SERVICES, LLC (LAFAYETTE LA)
MO
04/28/1995 - 10/14/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
07/17/1992 - 05/04/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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