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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 Casper is a financial advisor with Commonwealth Financial Network. Adam has over 8 years of experience in the financial services industry. Adam is registered to provide investment advice in New York. Adam holds the Series 66, Series 7 and SIE securities licenses. Adam is also a Certified Financial Planner. Adam specializes in working with individuals, high-net-worth individuals, pension and profit sharing plans, and corporations or other businesses. Adam offers a variety of financial planning services, including portfolio management, retirement planning, and insurance. Adam works out of the Ontario, NY office of Commonwealth Financial Network.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
06/29/2021 - Present
Commonwealth Financial Network (Ontario NY)
NY
10/16/2020 - 10/10/2023
COMMONWEALTH FINANCIAL NETWORK (ONTARIO NY)
NY
02/23/2015 - 10/20/2020
EDWARD JONES (Newark NY)
NY
12/18/2014 - 01/07/2015
COMMONWEALTH FINANCIAL NETWORK (ONTARIO NY)
BOTH
Issued 03/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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