Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Barclay is a financial advisor with Fidelity Personal And Workplace Advisors. Adam has been in the financial services industry since 2016. Adam is registered with the following states: Florida, Texas, Connecticut, Hawaii, Illinois, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New York, Pennsylvania, South Carolina, Texas, Washington, and West Virginia. Adam holds Series 6, 7, 63, 66, and SIE licenses. Adam has been employed with Fidelity Investments since 2021.
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.
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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2
FL
04/24/2023 - Present
Fidelity Personal AND Workplace Advisors (SARASOTA FL)
FL
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (TAMPA FL)
FL
03/06/2017 - 02/26/2018
SCOTTRADE, INC. (SPRING HILL FL)
WI
04/15/2016 - 02/20/2017
M BARC INVESTMENT GROUP, INC. (MIDDLETON WI)
FL
11/23/2009 - 12/18/2009
GUNNALLEN FINANCIAL, INC (TAMPA FL)
BOTH
Issued 07/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/21/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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