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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 Levine is a financial advisor with Wells Fargo Clearing Services, LLC. Adam Levine is registered with FINRA and has been in the industry since May 1, 2013. Adam Levine holds the Series 6, 7, 9, 10, 63, and 66 licenses. Adam Levine has been registered with Wells Fargo Clearing Services, LLC since February 17, 2017. Adam Levine was previously registered with David Lerner Associates, Inc. and LPL Financial LLC. Adam Levine has experience with individual investors, high-net-worth individuals, corporations, pension plans, and charitable organizations. Adam Levine specializes in portfolio management for individuals and businesses, as well as financial planning. Adam Levine is also registered with the state of Arkansas, Massachusetts, New Jersey, Pennsylvania, and Utah.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
02/17/2017 - Present
Wells Fargo Clearing Services, LLC (MARLTON NJ)
NJ
10/02/2012 - 11/04/2013
DAVID LERNER ASSOCIATES, INC. (PRINCETON NJ)
NJ
07/27/2011 - 08/14/2012
LPL FINANCIAL LLC (HAMILTON NJ)
BOTH
Issued 01/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/08/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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