Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Gordon O'Hare is a financial advisor at Cambridge Investment Research Advisors, Inc. Adam is a registered investment advisor and has been in the industry for 16 years. He is licensed in 7 states: Arkansas, California, Illinois, Michigan, Texas, and Illinois and Texas for investment advisory services. Adam has experience working at multiple firms including VOYA FINANCIAL ADVISORS, INC. and AMERIPRISE FINANCIAL SERVICES, INC. Adam earned the following certifications: Uniform Combined State Law Examination (Series 66) on July 24, 2003, Securities Industry Essentials Examination (SIE) on October 1, 2018, and General Securities Representative Examination (Series 7) on August 22, 2003. Adam is a financial advisor at Cambridge Investment Research Advisors, Inc., a firm with 3312 investment advisor representatives, 3068 licensed agents, and 3178 registered representatives. Cambridge Investment Research Advisors, Inc. provides financial planning services, pension consulting, educational seminars, market timing services, and selection of other advisors.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IL
08/27/2020 - Present
Cambridge Investment Research Advisors, Inc. (Wilmette IL)
IL
07/28/2008 - 09/04/2020
VOYA FINANCIAL ADVISORS, INC. (WILMETTE IL)
IL
02/22/2006 - 07/22/2008
AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)
MA
04/04/2005 - 02/10/2006
TRENWITH SECURITIES, LLC (BOSTON MA)
NY
08/25/2003 - 09/09/2004
SEIDMAN PRIVATE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 07/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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