Unclaimed
Adam Sailers is a registered representative with Fifth Third Securities, Inc. Adam has been in the securities industry since September 2018. Adam is licensed to provide securities advice in North Carolina and is registered with the state of North Carolina as an investment advisor representative. Adam is also licensed to sell investment company products and variable contracts in North Carolina. Adam has passed the Series 63, Series 65, Series 6TO, and SIE exams. Adam specializes in providing financial planning and investment management services to individuals, businesses, pension and profit sharing plans, charitable organizations, and high-net-worth individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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NC
02/08/2021 - Present
Fifth Third Securities, Inc. (CONCORD NC)
IA
Issued 02/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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