Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Tarantino is a financial advisor registered with Cetera Investment Advisers LLC. Adam has been in the industry since June 2007. Cetera Investment Advisers LLC provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Adam is registered in 35 states and 4 IA states. Adam is also registered with FINRA and the MSRB. Adam has taken a wide range of exams, including the Series 6, 7, 24, 26, 52, 53, 63, and 66. Adam has also been active in the community, volunteering his time as an umpire for Cumberland Valley Umpires Association and PIAA Baseball Official.
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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2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (MECHANICSBURG PA)
BOTH
Issued 10/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/06/2010
Series 24 - General Securities Principal Examination
BC
Issued 09/02/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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