Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Powell is a financial professional with over 25 years of experience in the industry. Adam is currently registered with Osaic Wealth, Inc., as an Investment Advisor Representative (IAR). Adam is also a Registered Representative (RR) with Osaic Wealth, Inc. Adam has held previous roles at Securities America, Inc., INFINEX INVESTMENTS, INC., BI INVESTMENTS, LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., and CHARLES SCHWAB & CO., INC.. Adam holds licenses for Series 7, 9, 10, 63, and 65. Adam offers a range of financial services, including portfolio management, financial planning, and retirement planning. Adam focuses on providing comprehensive financial guidance to individuals, families, and businesses.
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.
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.
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2
VA
06/14/2024 - Present
Osaic Wealth, Inc. (WEYERS CAVE VA)
VA
07/05/2016 - 06/14/2024
SECURITIES AMERICA, INC. (WEYERS CAVE VA)
VA
06/01/2008 - 07/05/2016
INFINEX INVESTMENTS, INC. (LURAY VA)
VA
01/20/2005 - 06/01/2008
BI INVESTMENTS, LLC (LURAY VA)
MA
03/28/2003 - 02/01/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
TX
06/22/1998 - 11/22/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 09/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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