Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Joseph Pusateri is a financial advisor with over 20 years of experience in the industry. Adam is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative in Ohio and Texas. Adam has been registered with LPL Financial LLC since August of 2021 and has experience in providing financial advice to individuals, businesses, and institutions. Prior to joining LPL Financial LLC, Adam was registered with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Adam holds the Series 7, Series 63, and SIE licenses. Adam is also a Certified Financial Planner (CFP®).
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
08/30/2021 - Present
LPL Financial LLC (COLUMBUS OH)
OH
07/11/2002 - 08/31/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (COLUMBUS OH)
IN
07/11/2002 - 06/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 03/16/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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