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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 Holthouse is a financial advisor with Fidelity Personal And Workplace Advisors in Alpharetta, Georgia. Adam is a Series 7 and Series 66 licensed professional with over 15 years of experience in the financial services industry. Adam has previously worked for E*TRADE SECURITIES LLC and Hornor, Townsend & Kent, Inc. In addition to offering financial planning services, Adam is also registered as an investment advisor representative in Georgia and Texas.
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
GA
03/01/2024 - Present
Fidelity Personal AND Workplace Advisors (ALPHARETTA GA)
GA
11/09/2011 - 03/01/2023
E*TRADE SECURITIES LLC (Alpharetta GA)
UT
08/19/2008 - 11/11/2011
HORNOR, TOWNSEND & KENT, INC. (SALT LAKE CITY UT)
UT
08/08/2007 - 08/14/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MIDVALE UT)
BOTH
Issued 08/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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