Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Bahner is a financial advisor who has been in the industry since July 2010. Adam is currently registered with Osaic Wealth, Inc. in Oklahoma and Texas. Prior to that, Adam was a registered representative with MML Investors Services, LLC in Oklahoma from January 2014 to August 2016. Adam has a Series 66 license and has passed the SIE and Series 7 exams. Adam holds the Certified Financial Planner designation. Adam is also a licensed insurance agent with several insurance companies. Adam works with a range of clients, including individuals, families, businesses, and charitable organizations. Adam is committed to providing personalized financial advice to help his clients achieve their financial goals.
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.
1
2
OK
05/13/2024 - Present
Osaic Wealth, Inc. (OKLAHOMA CITY OK)
OK
01/16/2014 - 08/04/2016
MML INVESTORS SERVICES, LLC (OKLAHOMA CITY OK)
OK
07/02/2010 - 01/03/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (EDMOND OK)
BOTH
Issued 08/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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