Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Koester is a financial professional licensed in Florida, Indiana, Kentucky, Michigan and Ohio. Adam has been in the industry since 2013 and is currently associated with W&S Brokerage Services, Inc. Adam holds Series 6, 26, and 63 licenses and the SIE exam. Adam's practice specializes in providing investment advice to individuals.
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.
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
OH
09/03/2013 - Present
W&S Brokerage Services, Inc. (LIMA OH)
BC
Issued 09/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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