Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Boals is a financial professional with over 12 years of experience in the financial services industry. Adam is currently registered with Symetra Securities, Inc., a leading financial services firm. Adam holds the Series 66, Series 7, and SIE licenses. Adam has experience working with a range of clients in several states, including Florida, Georgia, New Mexico, Ohio, Pennsylvania, Texas, Virginia, Washington, West Virginia, and Wisconsin.
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.
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.
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2
WA
02/28/2024 - Present
Symetra Securities, Inc. (BELLEVUE WA)
OH
10/26/2011 - 03/15/2024
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
OH
08/16/2010 - 02/28/2011
EDWARD JONES (WESTERVILLE OH)
BOTH
Issued 09/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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