Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Christopher Dunham is a financial advisor with Janney Montgomery Scott LLC, a firm with over 100 years of experience in the financial services industry. Adam has been in the industry for over 11 years, and has a wealth of experience in providing financial advice to individuals, families, and businesses. Adam is registered in 23 states and holds a variety of licenses and certifications, including the Series 7, Series 63, and Series 66. Adam's expertise includes financial planning, portfolio management, and investment advice. Adam is committed to providing his clients with personalized and tailored financial advice that meets their individual needs.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
SC
10/13/2023 - Present
Janney Montgomery Scott LLC (AIKEN SC)
GA
10/26/2011 - 11/18/2016
SCOTTRADE, INC. (AUGUSTA GA)
BOTH
Issued 10/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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