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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 Hardy is a financial advisor with Cerity Partners LLC. Adam has been in the financial industry since 2017 and is licensed to provide investment advice in Ohio. Adam has Series 7 and Series 66 securities licenses and has experience working with various clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. Adam’s expertise in financial planning, investment management, and tax services helps 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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
06/26/2023 - Present
Cerity Partners LLC (Cincinnati OH)
KY
07/08/2020 - 09/13/2021
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
OH
10/10/2017 - 09/13/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
KY
02/14/2017 - 07/13/2017
CITIGROUP GLOBAL MARKETS INC. (FLORENCE KY)
BOTH
Issued 10/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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