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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 Silverman is a financial advisor with Fidelity Personal and Workplace Advisors. Adam has been a registered representative for over 2 years and holds several licenses, including Series 7, Series 66, Series 9 and Series 10. Adam has specialized in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Adam provides financial planning, educational seminars, portfolio management services, and assistance with selecting other advisors. Adam is registered to provide investment advice in Arizona, California, Colorado, District of Columbia, Georgia, Idaho, Illinois, Iowa, Massachusetts, Missouri, Nevada, New Jersey, New York, Oregon, Pennsylvania, Texas, Utah, Virginia, and Washington.
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.
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.
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.
1
2
CA
03/04/2024 - Present
Fidelity Personal AND Workplace Advisors (WOODLAND HILLS CA)
CA
10/04/2021 - 02/01/2023
MUTUAL SECURITIES, INC. (CAMARILLO CA)
BOTH
Issued 02/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/07/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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