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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Kirby is a financial advisor with Wells Fargo Advisors Financial Network, LLC based in Pittsfield, MA. Adam has been in the financial industry since 2001 and has a broad range of experience, having worked with firms such as Morgan Stanley, Citigroup Global Markets Inc., and Fidelity Brokerage Services LLC. Adam holds Series 7, Series 63, and SIE licenses. Adam also owns and operates Kirby Investment Strategies, LLC, an investment-related business based in Pittsfield, MA. Adam specializes in working with individuals, corporations, and charitable organizations.
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.
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.
Investment consulting services to institutional clients
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.
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2
MA
12/16/2015 - Present
Wells Fargo Advisors Financial Network, LLC (PITTSFIELD MA)
MA
06/01/2009 - 11/04/2014
MORGAN STANLEY (PITTSFIELD MA)
MA
02/26/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PITTSFIELD MA)
RI
07/24/2001 - 02/11/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 03/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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