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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 Danner is an Investment Advisor Representative with Fisher Investments. Adam Danner has been a registered investment professional for over 9 years. Adam Danner specializes in providing portfolio management services for individuals, businesses, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
12/20/2018 - Present
Fisher Investments (PLANO TX)
OH
04/24/2014 - 09/11/2017
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
IA
Issued 12/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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