Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Amys is a financial advisor with Cetera Investment Advisers LLC. Adam has been working in the financial services industry since November 4, 2018. Adam has Series 66, Series 7 and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and several states, including Minnesota, Texas, California, Colorado, Florida, New York, Ohio and Wisconsin. Adam is also a registered investment advisor representative. Adam provides a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Adam's specialties include financial planning, retirement planning, college savings, and investment management.
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
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
11/05/2018 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/05/2018 - 10/28/2021
CRI SECURITIES, LLC (MINNEAPOLIS MN)
BOTH
Issued 12/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/6/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/5/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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