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Adam Charles Beeler

Foreside Fund Services, LLC

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About Adam Charles Beeler

Adam Charles Beeler is a financial professional with over 20 years of experience in the industry. Adam is currently registered with Foreside Fund Services, LLC in Atlanta, GA. Adam has held previous positions at Quasar Distributors, LLC, Unified Financial Securities, Inc., Halen Capital, Inc, Ashton Stewart & Co., Inc., Albert Fried & Company, LLC, Breezy Securities, Inc., J.P. Morgan Securities Inc., NeoVest Trading, and Washington Square Securities, Inc.. Adam holds the Series 6, 7, and SIE securities licenses.

Firm Information

Adam Beeler is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Adam Beeler’s Registration & Firm History

GA

02/15/2017 - Present

Foreside Fund Services, LLC (Atlanta GA)

ME

01/05/2015 - 03/20/2015

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

IN

08/03/2012 - 12/31/2014

UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)

FL

07/07/2011 - 09/21/2011

HALEN CAPITAL,INC (CLEARWATER FL)

FL

06/18/2010 - 06/28/2011

ASHTON STEWART & CO., INC. (MIAMI FL)

NY

07/28/2009 - 01/14/2010

ALBERT FRIED & COMPANY, LLC (NEW YORK NY)

NJ

07/13/2007 - 05/30/2008

BREEZY SECURITIES, INC. (MONTVALE NJ)

NY

12/21/2005 - 04/13/2006

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

05/24/1996 - 01/05/2006

NEOVEST TRADING (NEW YORK NY)

CT

10/11/1995 - 10/17/1996

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

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Licenses & Designations

BC

Issued 09/11/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/1999

Series 7 - General Securities Representative Examination

BC

Issued 10/10/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Charles Beeler.
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