Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Schorr is a financial advisor who has been in the industry since 2007. Adam is currently registered with Private Advisor Group, LLC. Adam has been with Private Advisor Group, LLC since 2023. Previously, Adam was registered with UVEST FINANCIAL SERVICES GROUP, INC. and A. G. EDWARDS & SONS, INC.. Adam has a variety of experience and qualifications, including a Series 66, a Series 24 and several other certifications. Adam is a specialist in a variety of financial areas including retirement planning, college savings, and estate planning. Adam is committed to providing clients with personalized financial advice and guidance.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
SC
03/16/2023 - Present
Private Advisor Group, LLC (Fort Mill SC)
NC
03/20/2007 - 04/24/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
AL
01/12/2007 - 01/25/2007
A. G. EDWARDS & SONS, INC. (HUNTSVILLE AL)
BOTH
Issued 07/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2011
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/11/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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