Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Hager is a registered representative of Osaic Wealth, Inc. with over 1 year of experience in the industry. Adam has a strong background in finance, having held positions at Regions Bank and SAS. Adam is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. Adam is licensed in North Carolina and holds the Series 66 license. Adam has a commitment to delivering exceptional service and building long-lasting relationships with clients.
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.
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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NC
12/12/2024 - Present
Osaic Wealth, Inc. (Apex NC)
Active
Inactive
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