Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Bellamy is a financial advisor with Fidelity Personal And Workplace Advisors. Adam has been working in the financial services industry for over 13 years. Adam holds the Series 7, 9, 10 and 66 licenses. Adam specializes in financial planning, portfolio management for businesses and individuals, as well as selection of other advisors. Adam is registered with the states of Colorado, Massachusetts, Texas and Utah.
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.
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.
1
2
CO
01/10/2022 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
UT
11/14/2008 - 03/05/2009
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
BOTH
Issued 12/31/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/10/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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