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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 Lyle Ezell is a financial advisor with Cetera Investment Advisers LLC in Murfreesboro, Tennessee. Adam Lyle Ezell has been in the securities industry since September 18, 2015. Adam Lyle Ezell is registered with the state of Tennessee and has a Series 63 license. Adam Lyle Ezell has experience with AMSOUTH INVESTMENT SERVICES, INC.. Cetera Investment Advisers LLC is an investment adviser registered with the SEC. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for businesses and 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.
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
TN
11/29/2017 - Present
Cetera Investment Advisers LLC (MURFREESBORO TN)
TN
03/29/2004 - 03/22/2006
AMSOUTH INVESTMENT SERVICES, INC. (MURFREESBORO TN)
BOTH
Issued 11/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/8/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/3/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 3/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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