Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Searle is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Adam has been in the industry since 2012 and is registered to provide advisory services in 24 states. Adam has a Series 66, Series 7, Series 31 and SIE license. Adam's background includes working with Morgan Stanley prior to joining Merrill Lynch. In addition to working as a financial advisor, Adam is also an instructor for the Fairfax County Fire and Rescue Department and serves as a board member for the Vienna Volunteer Fire Department.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
VA
07/31/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RESTON VA)
VA
11/09/2012 - 08/07/2013
MORGAN STANLEY (RESTON VA)
BOTH
Issued 02/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 11/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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