Unclaimed
Adam Skot is a financial advisor with over 10 years of experience in the financial services industry. Adam has a broad range of experience and expertise in financial planning, wealth management, and portfolio management. He currently works as a Registered Representative for GWN Securities Inc., a financial firm based in Palm Beach Gardens, FL. Adam’s previous experience includes working with Hornor, Townsend & Kent, Inc., and AXA Advisors, LLC. Adam is committed to providing his clients with personalized financial advice and guidance. He is dedicated to helping his clients achieve their financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
08/17/2016 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
NJ
09/30/2013 - 08/04/2016
HORNOR, TOWNSEND & KENT, INC. (EDISON NJ)
NJ
10/18/2010 - 10/08/2013
AXA ADVISORS, LLC (WOODBRIDGE NJ)
BOTH
Issued 12/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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