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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 Feik is a financial advisor with Ameriprise Financial Services, LLC. Adam has been in the financial services industry since 2005. Adam is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 24, 31, 52, 53, and 66 licenses. Adam is also registered in 17 states. Adam previously worked at MML Investors Services, LLC and Wells Fargo Advisors, LLC. Adam specializes in providing financial planning and investment management services to individuals, corporations, and businesses.
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.
Asset allocation services
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.
1
2
OR
10/15/2019 - Present
Ameriprise Financial Services, LLC (SALEM OR)
ID
09/29/2016 - 08/07/2017
MML INVESTORS SERVICES, LLC (Meridian ID)
ID
06/30/2006 - 05/29/2009
WELLS FARGO ADVISORS, LLC (BOISE ID)
ID
09/05/2002 - 07/10/2006
PIPER JAFFRAY & CO. (BOISE ID)
BC
Issued 09/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/19/2016
Series 24 - General Securities Principal Examination
BC
Issued 08/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/06/2005
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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