Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam James Valdes is a registered representative with Charles Schwab & Co., Inc. Adam is a licensed securities professional, holding Series 7, 63 and SIE licenses. Adam has been in the financial services industry since 2024. Adam is registered with the following securities authorities: FINRA, and 51 states. Adam specializes in providing financial planning advice and has been registered with Charles Schwab & Co., Inc. since 2024. Adam is located in the Lone Tree office of Charles Schwab & Co., Inc. Adam is available to assist with a wide range of financial planning and investment services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
03/01/2024 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 03/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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