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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Elder is a financial advisor with Mariner Wealth, with over 14 years of experience in the financial services industry. Adam has Series 7, Series 63, and Series 66 securities licenses, along with the SIE. Adam is licensed to provide investment advisory services in Indiana, and previously worked for PROEQUITIES, INC. and SCOTTRADE, INC. Adam is registered as a Registered Representative with FINRA. Adam is also a Registered Investment Advisor with the state of Indiana. Adam is a financial advisor with Mariner Wealth Advisors, specializing in providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals, businesses, and pooled investment vehicles.
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.
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.
Family office services
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
IN
09/17/2024 - Present
Mariner Wealth (Indianapolis IN)
IN
06/28/2016 - 09/30/2020
PROEQUITIES, INC. (INDIANAPOLIS IN)
IN
09/26/2007 - 07/07/2014
SCOTTRADE, INC. (GREENWOOD IN)
BOTH
Issued 12/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2007
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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