Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Wolff is a financial advisor with over 20 years of experience in the industry. He is currently registered with LPL Financial LLC in Jackson, Minnesota, and has been with the firm since February 2018. Adam has a background in various financial services firms, including INVEST Financial Corporation and MetLife Securities Inc. He holds Series 7, 63, and 65 licenses. Adam is committed to providing personalized financial advice and helping his clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
02/14/2018 - Present
LPL Financial LLC (JACKSON MN)
MN
02/16/2016 - 02/14/2018
INVEST FINANCIAL CORPORATION (JACKSON MN)
MN
07/20/2004 - 02/19/2016
METLIFE SECURITIES INC. (MINNETONKA MN)
NY
07/20/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
WI
02/03/2003 - 07/22/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
11/14/2000 - 02/24/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
Issued 05/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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