Unclaimed
Adam Weeman has been a registered representative in the financial services industry since November 1999. Adam is currently registered with Thrivent Investment Management Inc. Adam has held previous registrations with Financial Network Investment Corporation and Primevest Financial Services, Inc. Adam is also a Registered Investment Advisor in the state of South Dakota. Adam holds Series 63, Series 65, Series 7 and SIE licenses. Adam is also licensed in 15 other states.
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.
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
SD
01/05/2006 - Present
Thrivent Investment Management Inc. (Sioux Falls SD)
CA
02/13/2001 - 10/13/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
11/05/1999 - 03/02/2001
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
IA
Issued 12/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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