Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Mark Porcelan is a financial advisor currently registered with Weild & Co. in Mill Valley, California. Adam has a broad range of experience in the financial industry, having worked for several firms, including FINANCIAL WEST GROUP, TRUMP SECURITIES, LLC, MERRIMAN CAPITAL, INC., and PAULSON INVESTMENT COMPANY, INC. He has held various positions over the years, demonstrating his commitment to serving clients' financial needs. Adam is committed to helping clients 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.
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.
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2
CA
08/29/2018 - Present
Weild & Co. (Mill Valley CA)
CA
09/15/2017 - 08/29/2018
FINANCIAL WEST GROUP (Mill Valley CA)
FL
03/11/2016 - 09/18/2017
TRUMP SECURITIES, LLC (BOCA RATON FL)
CA
12/11/2015 - 02/19/2016
MERRIMAN CAPITAL, INC. (Mill Valley CA)
CA
07/29/2014 - 12/09/2015
FINANCIAL WEST GROUP (MILL VALLEY CA)
CA
02/10/2014 - 08/05/2014
PAULSON INVESTMENT COMPANY, INC. (NAVATO CA)
BC
Issued 02/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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