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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 Peck is an investment advisor representative with Riverwater Partners LLC, a firm with offices in Milwaukee, Wisconsin. Adam has been in the industry since 2006 and has worked at several firms in the Milwaukee area, including Alps Distributors, Inc., Heartland Investor Services, LLC and CIBC World Markets Corp. Adam holds Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. He is also a Chartered Financial Analyst. Riverwater Partners LLC provides investment advisory services to individuals, businesses, and charitable organizations. Their services include financial planning, portfolio management, and other advisory services. Adam focuses on providing personalized investment advice and guidance to clients, helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
04/27/2016 - Present
Riverwater Partners LLC (MILWAUKEE WI)
WI
08/01/2007 - 02/11/2016
ALPS DISTRIBUTORS, INC. (MILWAUKEE WI)
WI
01/31/2007 - 07/31/2007
HEARTLAND INVESTOR SERVICES, LLC (MILWAUKEE WI)
NY
06/29/2000 - 08/28/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 09/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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