Unclaimed
Adam Schwery is a financial advisor who has been in the industry since June 5, 2008. Adam is currently registered with Cambridge Investment Research, Inc. in Overland Park, Kansas. Adam is also registered with the states of Iowa, Kansas and Missouri. Adam has passed the Series 6, Series 63, and SIE exams. Prior to joining Cambridge Investment Research, Inc., Adam was employed with COUNTRY CAPITAL MANAGEMENT COMPANY in Gladstone, Missouri.
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
KS
08/14/2024 - Present
Cambridge Investment Research, Inc. (Overland Park KS)
MO
06/06/2008 - 08/15/2024
COUNTRY CAPITAL MANAGEMENT COMPANY (Gladstone MO)
BC
Issued 06/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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