Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Friedman is an investment advisor representative at Advocacy Wealth Management, LLC in Atlanta, Georgia. Adam has been in the financial industry since 1987. Adam holds Series 3, 7, 55, and 63 licenses as well as the Series 65. Adam has worked with clients in a variety of capacities. Adam is currently registered with Advocacy Wealth Management, LLC and was previously registered with Resource Horizons Group LLC, RBC Capital Markets Corporation, SunTrust Robinson Humphrey, Inc., The Robinson-Humphrey Company, LLC, Pruco Securities Corporation, The Prudential Insurance Company of America, and Shearson Lehman Hutton Inc. Adam offers a wide range of financial services to individuals, high-net-worth individuals, charitable organizations, corporations, and other businesses.
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.
Helps you choose top advisors aligned with your financial 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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GA
01/10/2017 - Present
Advocacy Wealth Management, LLC (ATLANTA GA)
GA
04/25/2011 - 12/31/2012
RESOURCE HORIZONS GROUP LLC (MARIETTA GA)
GA
08/05/2009 - 05/20/2010
RBC CAPITAL MARKETS CORPORATION (ATLANTA GA)
GA
07/27/2001 - 06/02/2009
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
GA
07/20/1992 - 07/27/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NJ
05/01/1991 - 07/09/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/01/1991 - 07/09/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NY
07/02/1987 - 05/22/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 05/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2009
Series 3 - National Commodity Futures Examination
BC
Issued 03/16/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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