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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 Steiner is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Adam Steiner has been in the industry since May 16, 2004. Adam Steiner holds licenses Series 6, Series 62, Series 63, Series 65 and SIE. Adam Steiner offers financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and individuals. Adam Steiner has 11 current registrations, 8 for broker-dealer and 1 for investment advisor. Adam Steiner has a previous registration with LINCOLN FINANCIAL SECURITIES CORPORATION.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
06/29/2021 - Present
Cambridge Investment Research Advisors, Inc. (Virginia Beach VA)
VA
05/17/2004 - 06/28/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (VIRGINIA BEACH VA)
IA
Issued 03/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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