Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Massey is a registered investment advisor representative with Fidelity Personal And Workplace Advisors, a firm with over $818 billion in assets under management. Adam has over 2 years of experience in the financial services industry. He is licensed in 53 states and holds the Series 66, Series 63, Series 7, and Series 6 exams. Adam also holds the SIE exam. In addition to his work as an investment advisor, Adam is an independent contractor for Adam Massey Photography Limited Liability Company, providing photography services. Adam is dedicated to providing his clients with personalized financial advice and investment management services. He specializes in financial planning, portfolio management, and educational seminars. Adam has been recognized by the firm for his strong commitment to client service and his dedication to building long-term relationships with his clients.
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.
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
CA
04/04/2022 - Present
Fidelity Personal AND Workplace Advisors (ANTIOCH CA)
CA
02/04/2019 - 09/24/2021
WELLS FARGO CLEARING SERVICES, LLC (PLEASANT HILL CA)
BOTH
Issued 05/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/02/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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