Unclaimed
Adam Ward is a registered representative with Fidelity Brokerage Services LLC and has been in the financial services industry since March 2023. Adam holds the Series 7TO, Series 63, and SIE licenses. Adam is licensed to offer securities advice in 53 states, including Alabama, Alaska, Arizona, and more.
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.
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.
1
2
FL
03/27/2023 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
BC
Issued 04/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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