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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 Hollinger is a financial advisor who has been working in the industry since 2017. Adam is currently registered with Cetera Investment Advisers LLC. Adam is also registered as an Investment Advisor Representative (IAR) in Pennsylvania and Texas. Previously, Adam was a financial advisor with TD Ameritrade, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Adam is a Certified Financial Planner. Adam is a Trust Officer and Administrator at Farmers & Merchants Trust Co. and is a board member of a Summer program for Youth. Adam has been recognized for their specialization in areas such as retirement planning, college savings, estate planning, insurance and risk management, and investment management.
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.
1
2
PA
12/11/2023 - Present
Cetera Investment Advisers LLC (HARRISBURG PA)
PA
10/05/2018 - 10/19/2018
TD AMERITRADE, INC. (STATE COLLEGE PA)
PA
09/20/2017 - 09/10/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YORK PA)
BOTH
Issued 01/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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