Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Martin is an Investment Advisor Representative with Advanced Wealth Management, a Registered Investment Advisor. Adam is registered with the state of Florida and is also a Series 65 holder. He is an experienced financial professional with a focus on financial planning, pension consulting, and portfolio management for individuals. He is also a member of the MAZ Group LLC, an e-commerce business.
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.
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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FL
01/01/2025 - Present
Advanced Wealth Management (SARASOTA FL)
IA
Issued 01/29/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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