Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Sweere is a financial professional with over 10 years of experience in the industry. Adam is currently registered with Pacer Financial, Inc. and holds a Series 7, Series 66, and SIE. Adam has previously worked at KBS Capital Markets Group LLC and Russell Financial Services, Inc. Adam has a strong background in the financial services industry and is dedicated to providing clients with personalized investment advice and guidance.
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.
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.
1
2
PA
02/08/2019 - Present
Pacer Financial, Inc. (Malvern PA)
CA
04/03/2012 - 11/09/2018
KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)
WI
09/08/2010 - 01/03/2012
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (MILWAUKEE WI)
BOTH
Issued 09/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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