Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Queler is a financial advisor with Osaic Wealth, Inc. Adam has been in the financial services industry since 2006. Adam has a variety of experience, including working for Woodbury Financial Services, Inc., Raymond James Financial Services, Inc., and Vanguard Marketing Corporation. Adam is a Certified Financial Planner and holds the Series 6, 7, and 63 licenses. Adam specializes in working with individuals, businesses, and charitable organizations. Adam also has experience in providing financial planning services, portfolio management services, and pension consulting.
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
NC
01/19/2024 - Present
Osaic Wealth, Inc. (GASTONIA NC)
NC
01/13/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
07/21/2015 - 02/01/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (GASTONIA NC)
NC
11/13/2012 - 07/23/2015
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
04/18/2006 - 10/01/2012
STATE FARM VP MANAGEMENT CORP. (GASTONIA NC)
IA
Issued 08/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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