Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Clapp is a registered representative with The Huntington Investment Co. Adam has been in the financial services industry since March 27, 2012. Adam has a Series 6, Series 7, and Series 63 license. Adam is also a registered representative in Minnesota. Adam specializes in providing financial advice to individuals, corporations, and charitable organizations. Adam's primary focus is in portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MN
06/17/2022 - Present
THE Huntington Investment Co. (Plymouth MN)
MN
03/19/2012 - 06/07/2022
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
BC
Issued 07/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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