Unclaimed
Adam Gabryjelski is a registered representative with Fidelity Personal And Workplace Advisors. Adam has been in the financial services industry since 2005 and holds licenses to sell securities in 52 states. Adam has also been a licensed investment advisor in 3 states since 2005. He is currently registered in Massachusetts, New Hampshire and Texas. Adam is a Series 66, Series 63, Series 26, Series 7TO, SIE and Series 6 exam holder. Fidelity Personal And Workplace Advisors provides a range of financial services to individuals, businesses, and institutions.
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.
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.
1
2
NH
05/20/2024 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NH
01/01/2008 - 11/06/2008
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
08/08/2005 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MERRIMACK NH)
BOTH
Issued 05/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2024
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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