Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Congrove is a financial advisor with Fidelity Brokerage Services LLC. Adam has been in the industry since 2006. Adam holds Series 4, 7, 9, 10, 63, and SIE licenses and is registered in Massachusetts, Texas, and Utah. Previously, Adam worked at FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC..
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.
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.
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2
UT
11/17/2006 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
04/04/2006 - 11/17/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
BC
Issued 04/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/23/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/02/2008
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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