Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Dekker is a Certified Financial Planner with over 10 years of experience in the financial services industry. Adam is an Investment Advisor Representative of Silver Oak Securities, Inc. and Meredith Dekker Financial Services, LLC, both located in Chandler, AZ. Adam provides a variety of services including financial planning, portfolio management, pension consulting and selection of other advisors. Adam is licensed in Arizona and has a Series 65 license.
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.
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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AZ
06/30/2021 - Present
Silver OAK Securities, Inc. (Chandler AZ)
IA
Issued 12/04/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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