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Adam Matthew Weiss

Vanguard Marketing Corp.

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About Adam Matthew Weiss

Adam Weiss is a financial advisor with Vanguard Marketing Corp. Adam has been in the financial services industry since 2003. Adam holds the Series 6, Series 7 and Series 63 registrations. Adam is registered in North Carolina. Adam is a registered representative of Vanguard Marketing Corp.

Firm Information

Adam Weiss is currently registered with Vanguard Marketing Corp.. Vanguard Marketing Corp. is a Corporation that was formed on April 21, 1977. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

1,975

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Adam Weiss’s Registration & Firm History

NC

07/21/2003 - Present

Vanguard Marketing Corp. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 07/25/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2013

Series 7 - General Securities Representative Examination

BC

Issued 07/17/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Matthew Weiss.
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