Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Coons is a financial advisor with over 11 years of experience in the industry. Adam is currently registered with Outwing Private Wealth Management, a firm based in Santa Barbara, California, and has previously worked for ARETE WEALTH MANAGEMENT, LLC, UBS FINANCIAL SERVICES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and CITIGROUP GLOBAL MARKETS INC. Adam holds Series 7 and Series 66 securities licenses. Adam provides financial planning, portfolio management for individuals, and selection of other advisers services. Adam is licensed to provide investment advice in California.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
09/15/2022 - Present
Outwing Private Wealth Management (Santa Barbara CA)
CA
10/31/2016 - 04/24/2023
ARETE WEALTH MANAGEMENT, LLC (Santa Barbara CA)
CA
06/08/2012 - 07/18/2016
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
CA
03/16/2009 - 05/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA BARBARA CA)
CA
12/20/2006 - 03/12/2009
CITIGROUP GLOBAL MARKETS INC. (SANTA BARBARA CA)
BOTH
Issued 01/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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