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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Edward Brunin is an investment advisor representative associated with Navigation Wealth Management. Adam has worked as a financial advisor since 2001. Adam is licensed to offer financial advice in Colorado and Texas. Adam is a registered representative of Navigation Wealth Management and is a Series 6, 63, and 65 licensed professional. Adam is a well-established advisor with a strong track record of success. Adam is committed to providing personalized financial advice to meet each client's individual needs. Adam specializes in providing financial advice to individuals, families, and businesses. Adam offers a range of financial services, including financial planning, investment management, and retirement planning.
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.
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.
Referral fees
1
2
CO
06/26/2017 - Present
Navigation Wealth Management (FORT COLLINS CO)
CO
11/08/2005 - 02/22/2016
SIGMA FINANCIAL CORPORATION (FORT COLLINS CO)
NY
07/16/2001 - 11/28/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 07/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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