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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 Karron is an Investment Advisor Representative associated with Edelman Financial Engines in Plantation, FL. Adam has over 20 years of experience in the financial services industry and is registered with the state of Florida and Texas. Adam holds Series 7, 24, 31, and 63 securities licenses, as well as Series 65 investment advisory licensing. Adam specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Adam's previous employment includes EF Legacy Securities, LLC, Sanders Morris Harris LLC, NatCity Investments, Inc., Wachovia Securities, LLC, SunTrust Investment Services, Inc., Securities Service Network, Inc., Eisner Securities, Inc., and Dean Witter Reynolds Inc.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
FL
11/01/2018 - Present
Edelman Financial Engines (PLANTATION, FL)
FL
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (BOCA RATON FL)
FL
08/22/2011 - 04/22/2016
SANDERS MORRIS HARRIS LLC (BOCA RATON FL)
OH
07/31/2008 - 10/02/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
FL
04/11/2008 - 06/16/2008
WACHOVIA SECURITIES, LLC (MIAMI FL)
FL
01/17/2006 - 10/08/2007
WACHOVIA SECURITIES, LLC (HALLANDALE FL)
GA
03/08/2005 - 12/21/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
TN
06/01/1999 - 02/28/2005
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
MO
12/17/1998 - 04/16/1999
EISNER SECURITIES, INC. (ST. LOUIS MO)
NY
11/27/1996 - 12/18/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 11/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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