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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 Osterman is an investment advisor representative with Empower Advisory Group, LLC. Adam has been in the industry since 2008 and has a Series 7, Series 63, and Series 66 license. Adam has experience working with individuals, corporations, and other businesses. Adam is registered in 52 states and the District of Columbia. The advisor's firm offers financial planning, educational seminars, and portfolio management services.
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.
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.
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2
CO
03/11/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
FL
02/07/2022 - 02/07/2023
CITIGROUP GLOBAL MARKETS INC. (Jacksonville FL)
FL
09/28/2018 - 11/24/2021
VALIC FINANCIAL ADVISORS, INC. (JACKSONVILLE FL)
FL
09/11/2017 - 09/24/2018
BBVA SECURITIES INC. (JACKSONVILLE FL)
FL
06/01/2016 - 06/05/2017
J.P. MORGAN SECURITIES LLC (JACKSONVILLE FL)
FL
03/22/2013 - 05/31/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
04/09/2012 - 02/11/2013
UBS FINANCIAL SERVICES INC. (JACKSONVILLE FL)
FL
02/14/2011 - 05/16/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
02/15/2008 - 01/10/2011
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 01/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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