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 who has been in the industry since 2007. Adam is currently registered with Cetera Investment Advisers LLC. Adam has a wide range of experience, having worked with various firms in the industry, including Cetera Advisor Networks LLC and Cetera Investment Services LLC. Adam is dedicated to providing financial planning, portfolio management for businesses and individuals, and pension consulting services to 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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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 8/9/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/30/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/6/2010
Series 24 - General Securities Principal Examination
BC
Issued 9/2/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2009
Series 7 - General Securities Representative Examination
BC
Issued 6/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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