Unclaimed
Adam Grubius is an investment advisor representative with Financial Services Of America Advisors. Adam has been in the industry since 2011. Adam is registered with the state of Michigan and Texas and is also registered with FINRA. Adam has a Series 6, 63 and 65 license. Adam specializes in providing financial planning and portfolio management for individuals. Adam has a total of 2,210 clients with assets under management of $396,180,038.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Selection of other advisor fees
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2
MI
11/18/2020 - Present
Financial Services OF America Advisors (TROY MI)
MI
10/10/2011 - 12/15/2022
INDEPENDENCE CAPITAL CO., INC. (WARREN MI)
IA
Issued 04/15/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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