Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Lomba is a financial professional with over 10 years of experience in the industry. Adam is currently registered with MML Investors Services, LLC and has been with the firm since March 2017. Previously, Adam was registered with MSI Financial Services, Inc. from January 2015 to March 2017 and with New England Securities from July 2011 to January 2015. Adam has a Series 6 license, which allows him to sell variable contracts and mutual funds, and a Series 63 license, which allows him to sell securities in the state of Massachusetts. Adam is also licensed in several other states, including Florida, Michigan, and Virginia. Adam is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/25/2017 - Present
MML Investors Services, LLC (MARSHFIELD MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MARSHFIELD MA)
MA
07/04/2011 - 01/02/2015
NEW ENGLAND SECURITIES (MARSHFIELD MA)
BC
Issued 05/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Adam Lomba is the right advisor for you? Invested Better is here to help.
