Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Greene is a financial advisor with over 13 years of experience in the industry. Adam is currently registered with LPL Financial LLC in North Carolina, Rhode Island and South Carolina. Previously, Adam has worked for Citizens Securities, Inc., TD Ameritrade, Inc. and Scottrade, Inc. Adam has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, and other advisory services. Adam is committed to providing his clients with personalized advice and strategies to help them 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.
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.
Consulting and other non-discretionary advisory services
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.
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2
NC
07/19/2024 - Present
LPL Financial LLC (WAXHAW NC)
RI
11/09/2020 - 06/04/2024
CITIZENS SECURITIES, INC. (JOHNSTON RI)
MO
03/20/2018 - 11/11/2020
TD AMERITRADE, INC. (St Louis MO)
CA
09/15/2010 - 03/20/2018
SCOTTRADE, INC. (SAN DIEGO CA)
BOTH
Issued 02/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/16/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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