Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Locascio is a financial professional with over 20 years of experience in the financial services industry. Adam is currently registered with W&S Brokerage Services, Inc. in Florida and Georgia. Adam previously worked for CETERA ADVISORS LLC, WADDELL & REED, and VALIC FINANCIAL ADVISORS, INC. Adam provides portfolio management for individuals and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
09/18/2023 - Present
W&S Brokerage Services, Inc. (TAMPA FL)
FL
09/06/2018 - 08/14/2023
CETERA ADVISORS LLC (TAMPA FL)
FL
01/15/2015 - 09/12/2018
WADDELL & REED (TAMPA FL)
TX
03/01/2005 - 09/15/2014
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MD
06/11/2003 - 02/28/2005
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 10/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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