Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Lilling is a financial advisor who is registered with Plus Venture Partners, LLC. Adam has over 4 years of experience in the financial services industry. He is licensed to conduct securities business in California, New York, Tennessee, and Texas. He is also licensed to conduct investment advisory business in California. Adam specializes in investment banking, operations, and general securities. He has held the Series 7, Series 63, Series 24, SIE, Series 79TO and Series 99TO licenses.
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.
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CA
08/07/2019 - Present
Plus Venture Partners, LLC (VENICE CA)
BC
Issued 07/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 03/11/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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