Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam San juan is a financial advisor with Cambridge Investment Research Advisors, Inc. Adam has been in the financial industry since 1998. Adam has been with Cambridge Investment Research Advisors, Inc. since 2025. Prior to that, Adam worked at Ameritas Investment Company, LLC, Park Avenue Securities LLC and Guardian Investor Services LLC. Adam holds the Series 6 and SIE securities licenses. Adam specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
01/04/2025 - Present
Cambridge Investment Research Advisors, Inc. (Farmington Hills MI)
NE
10/20/2016 - 06/11/2024
AMERITAS INVESTMENT COMPANY, LLC (LINCOLN NE)
NY
03/31/2015 - 09/02/2016
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
03/17/2011 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
MA
08/13/1998 - 01/10/2011
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BC
Issued 11/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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