Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Rivett is an Investment Advisor Representative at Integrated Investment Consultants, LLC. Adam has been in the financial services industry since 2014. Adam holds the Series 6, Series 63, and Series 65 licenses. Adam's experience includes working with high-net-worth individuals, corporations, and charitable organizations. Adam is also the owner of an Etsy online sales business, creating and selling woodworking projects. Adam's specializations include retirement planning, estate planning, and insurance planning. Adam is committed to providing his clients with personalized financial advice and helping 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.
Guidance on pension options to ensure a secure financial future.
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.
Insurance compensation
1
2
MI
03/11/2024 - Present
Integrated Investment Consultants, LLC (BLOOMFIELD HILLS MI)
CO
08/27/2016 - 05/09/2019
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
OK
07/01/2014 - 08/22/2016
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
IA
Issued 06/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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