Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Dwyer is a financial advisor registered with LPL Financial LLC. Adam has been in the industry since 2017 and has a wide range of experience. Adam has held positions at various financial institutions including UBS Financial Services Inc., Ameriprise Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Securities America, Inc. Adam has a Series 7 and Series 66 license and holds registrations in multiple states. Adam's specializations include insurance, retirement planning, college savings, and estate planning. Adam is dedicated to helping clients reach 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MN
07/15/2024 - Present
LPL Financial LLC (WOODBURY MN)
MN
06/14/2024 - 07/16/2024
OSAIC WEALTH, INC. (NEW ULM MN)
MN
12/07/2021 - 06/14/2024
SECURITIES AMERICA, INC. (MANKATO MN)
MN
10/11/2019 - 12/07/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMINGTON MN)
MN
08/28/2017 - 09/23/2019
AMERIPRISE FINANCIAL SERVICES, INC. (SHAKOPEE MN)
MN
02/03/2017 - 07/11/2017
UBS FINANCIAL SERVICES INC. (BLOOMINGTON MN)
BOTH
Issued 09/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Adam Dwyer is the right advisor for you? Invested Better is here to help.
