Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Donovan Carey is a financial advisor who has been in the industry since 2015. He holds licenses in 52 states and is affiliated with Fidelity Personal and Workplace Advisors. Adam is an active advisor and is licensed to advise in both the Broker-Dealer (BC) and Investment Advisor (IA) spaces. Adam has a variety of licenses including Series 7, Series 10, Series 9, Series 63, Series 66 and the SIE.
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
CO
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (HIGHLANDS RANCH CO)
BOTH
Issued 01/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/09/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Adam Carey is the right advisor for you? Invested Better is here to help.
