Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Dwight Cupp is an investment advisor representative with Cetera Investment Advisers LLC. Adam has been in the financial services industry for over 17 years. Adam is licensed in Ohio and Texas. Adam's previous employer was VOYA FINANCIAL ADVISORS, INC. Adam has earned the Series 7, Series 63, and Series 65 licenses. Adam is a board member for the First Christian Church, WC FELTON AGENCY INC, and Putnam County Republican Central Committee. Adam also serves as a senior account executive and minority owner for UIS INSURANCE & INVESTMENTS and an Independent Insurance Agent. Adam is a member of the Ottawa Chamber of Commerce.
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.
Guidance on pension options to ensure a secure financial future.
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.
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2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (OTTAWA OH)
OH
07/20/2005 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (OTTAWA OH)
IA
Issued 3/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/1/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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