Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Jordan Parker is a financial advisor registered with Charles Schwab & CO., Inc. Adam has been in the financial services industry since 2020 and is currently licensed to provide investment advice in South Carolina. Adam earned the Series 7TO and SIE licenses and holds the Series 66 license, as well as the Certified Financial Planner designation. Previously, Adam was registered with Fidelity Brokerage Services LLC in Hilton Head Island, South Carolina. Adam specializes in financial planning and portfolio management services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
SC
02/14/2024 - Present
Charles Schwab & CO., Inc. (Greenville SC)
SC
08/13/2020 - 01/23/2024
FIDELITY BROKERAGE SERVICES LLC (HILTON HEAD ISLAND SC)
BOTH
Issued 10/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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