Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Keith Harrop is a financial professional with a focus on providing financial planning and investment advisory services. Adam has been working in the industry since 2008, and has a strong track record of success. Adam is registered to provide investment advice in Colorado, Idaho, and Texas. Adam currently works with First Heartland Consultants, Inc. and has experience working with individuals, corporations, and various investment companies. Adam has also been involved in various business ventures and has a diverse background in business.
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
CO
07/09/2021 - Present
First Heartland Consultants, Inc. (DENVER CO)
ID
07/05/2019 - 01/10/2020
FIRST HEARTLAND CAPITAL, INC. (Rexburg ID)
CO
12/23/2008 - 09/14/2009
CENTAURUS FINANCIAL, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 08/16/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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