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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 Goodman is an experienced financial advisor with over 20 years of experience in the industry. Adam is registered with LPL Financial LLC and holds multiple licenses, including Series 7, 24, 63, and 66. Adam also holds the CFP designation. Adam's previous experience includes positions at Herbert J. Sims & Co. Inc., Wien Securities Corp., Paragon Capital Corporation, The G.M.S. Group, Inc., J. B. Hanauer & Co., Halpert and Company, Inc., and First Miami Securities, Inc. Adam is committed to providing clients with personalized financial advice and investment management services to help them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
FL
01/22/2025 - Present
LPL Financial LLC (COCONUT CREEK FL)
FL
08/12/2010 - 01/08/2018
HERBERT J. SIMS & CO. INC. (BOCA RATON FL)
NJ
09/11/1997 - 11/18/1997
WIEN SECURITIES CORP. (JERSEY CITY NJ)
NJ
02/03/1997 - 08/01/1997
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
NJ
06/10/1996 - 01/20/1997
THE G.M.S. GROUP, INC. (EAST HANOVER NJ)
NJ
03/21/1995 - 08/16/1996
J. B. HANAUER & CO. (PARSIPPANY NJ)
NJ
11/14/1994 - 03/20/1995
HALPERT AND COMPANY, INC. (MILLBURN NJ)
FL
05/06/1994 - 11/14/1994
FIRST MIAMI SECURITIES, INC. (BOCA RATON FL)
NJ
09/18/1992 - 02/22/1994
J. B. HANAUER & CO. (PARSIPPANY NJ)
IA
Issued 02/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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