Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Gregory Yofan is a financial advisor with over 20 years of experience in the financial services industry. Adam has worked with both LPL Financial and Citigroup Global Markets before joining Buckingham Strategic Wealth in 2019. Adam is also a registered representative of The Colony Group, LLC. Adam is a Series 7 and Series 31 licensed professional and holds a Series 63 and Series 65 license. Adam is an active member of the investment community and is committed to providing his clients with personalized financial advice.
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.
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
MO
03/12/2019 - Present
Buckingham Strategic Wealth, LLC (ST LOUIS MO)
PA
08/05/2005 - 12/31/2018
LPL FINANCIAL LLC (PITTSBURGH PA)
NY
06/21/2001 - 08/15/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 07/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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