Unclaimed
Adam John Fletcher is an investment advisor representative at T. Rowe Price Associates, Inc. located in Wayne, Pennsylvania. Adam has been in the financial services industry since November 2, 2006. Previously, Adam worked at BLACKROCK INVESTMENTS, LLC. and BLACKROCK FUND DISTRIBUTION COMPANY. Adam is licensed in multiple states, including Maryland, New Jersey, and Pennsylvania. Adam also holds Series 3, 7, and 63 licenses. Adam specializes in financial planning, portfolio management, and investment advising.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
10/07/2020 - Present
T. Rowe Price Associates, Inc. (Wayne PA)
NY
01/03/2012 - 03/07/2017
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
NJ
01/27/2009 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (JERSEY CITY NJ)
PA
09/06/2006 - 12/15/2008
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IA
Issued 01/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Adam Fletcher is the right advisor for you? Invested Better is here to help.