Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Colombo is a financial advisor currently working at Fidelity Personal And Workplace Advisors in Nashville, Tennessee. Adam has been in the financial industry since 2009, and previously worked for a number of well-known firms including Morgan Stanley, Wells Fargo Clearing Services, LLC, M Holdings Securities, Inc., Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Maguire Investments, Inc.. Adam is registered as an Investment Advisor Representative (IAR) in Tennessee and as a Broker-Dealer (BD) in Massachusetts, Tennessee, Texas, and Utah.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TN
11/10/2022 - Present
Fidelity Personal AND Workplace Advisors (NASHVILLE TN)
TN
07/08/2020 - 12/22/2021
MORGAN STANLEY (Nashville TN)
OR
08/27/2018 - 01/07/2020
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND OR)
OR
10/12/2016 - 08/20/2018
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
CA
08/21/2013 - 10/12/2016
WELLS FARGO ADVISORS, LLC (SAN LEANDRO CA)
CA
01/03/2011 - 03/28/2012
WELLS FARGO ADVISORS, LLC (PLEASANT HILL CA)
CA
06/24/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PLEASANT HILL CA)
CA
10/31/2007 - 04/30/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
CA
12/01/2006 - 07/31/2007
MAGUIRE INVESTMENTS, INC. (SANTA MARIA CA)
IA
Issued 11/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2016
Series 24 - General Securities Principal Examination
BC
Issued 11/05/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/18/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2015
Series 3 - National Commodity Futures Examination
BC
Issued 11/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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