Unclaimed
Adam Fenster is a financial professional with over 13 years of experience in the industry. Adam is currently registered with Oneamerica Securities, Inc. in Davie, FL and Indianapolis, IN. Adam has a strong background in investment advisory and financial planning services. Adam specializes in helping individuals and businesses reach their financial goals. Adam is also registered with the state of Florida as an Investment Advisor Representative.
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.
1
2
FL
03/08/2018 - Present
Oneamerica Securities, Inc. (Davie FL)
FL
09/25/2013 - 03/06/2018
MML INVESTORS SERVICES, LLC (FT LAUDERDALE FL)
FL
08/10/2004 - 02/06/2013
MML INVESTORS SERVICES, LLC (FT LAUDERDALE FL)
IA
Issued 05/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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