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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 Justin Taylor is a financial advisor with Fidelity Personal And Workplace Advisors. Adam has been a registered representative in the securities industry since August 2013. Adam is registered with the state of Florida and Texas. Adam is a licensed securities professional holding Series 7, 9, 10, 63, and 66 licenses. Adam has experience in providing financial planning, portfolio management, and selection of other advisers. Adam's office is located in VERO BEACH, Florida and Adam specializes in working with high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and individuals other than high-net-worth.
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.
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2
FL
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (VERO BEACH FL)
NY
08/21/2013 - 01/22/2014
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 03/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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