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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 Glancy Ritter is an investment advisor representative with Fidelity Personal and Workplace Advisors. Adam has been in the industry since December 2008. Adam's firm has approximately $1 billion to $10 billion in assets under management. The firm has offices in Boston, MA. Adam has passed the Uniform Combined State Law Examination (Series 66), the General Securities Representative Examination (Series 7), the Uniform Investment Adviser Law Examination (Series 65) and the General Securities Principal Examination (Series 24). Adam specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
PA
11/15/2010 - 06/06/2016
TD AMERITRADE, INC. (PITTSBURGH PA)
FL
06/15/2010 - 11/01/2010
WELLS FARGO ADVISORS, LLC (PALM BEACH FL)
MI
03/05/2008 - 09/29/2009
AMERIPRISE FINANCIAL SERVICES, INC. (TROY MI)
IA
Issued 07/27/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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