Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Douglas Eaton is a financial professional with over 5 years of experience in the industry. Adam is currently registered with Performance Trust Capital Partners, LLC in Wheaton, IL. Adam Eaton holds the Series 6, 7, and 63 licenses as well as the SIE exam. Adam has previously been registered with State Farm VP Management Corp. in Enid, OK.
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
IL
07/17/2018 - Present
Performance Trust Capital Partners, LLC (WHEATON IL)
OK
01/04/2017 - 01/18/2017
STATE FARM VP MANAGEMENT CORP. (ENID OK)
BC
Issued 11/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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