Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Wick is a financial advisor with Edward Jones. Adam has been working in the financial industry since 2004 and is registered with FINRA as a General Securities Representative and Principal. Adam is also registered with the state of Arizona as an Investment Advisor Representative. Adam provides a variety of financial services to individuals, families, and businesses, including financial planning, portfolio management, and retirement planning. Adam is committed to providing his clients with personalized advice and guidance that meets their individual needs. Adam is a member of FINRA and is also a FINRA Arbitrator.
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.
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.
See schedule d - miscellaneous
1
2
AZ
09/17/2009 - Present
Edward Jones (TEMPE AZ)
NY
09/17/2004 - 06/15/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 08/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/26/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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