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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 Cloyd is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Adam has been in the industry since 2003. Adam is licensed to provide investment advice in 29 states and is a registered representative of Wells Fargo Advisors Financial Network, LLC. Adam has earned the Series 7, Series 24, Series 63, and Series 65 licenses. Adam also holds licenses to provide investment advice in several states including Indiana, New Jersey, and Texas. Adam is a registered representative of Wells Fargo Advisors Financial Network, LLC, a subsidiary of Wells Fargo & Company. Wells Fargo Advisors Financial Network, LLC is a registered investment advisor with the Securities and Exchange Commission. Adam's primary focus is on providing investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
IN
08/20/2020 - Present
Wells Fargo Advisors Financial Network, LLC (INDIANAPOLIS IN)
IN
07/13/2006 - 08/20/2020
WELLS FARGO CLEARING SERVICES, LLC (INDIANAPOLIS IN)
IN
08/19/2003 - 07/20/2006
EDWARD JONES (AVON IN)
IA
Issued 05/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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