Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Sommers is an Investment Advisor Representative with Wealthcare Advisory Partners LLC. Adam is based in West Chester, Pennsylvania. Adam is registered with the states of Arizona, Oregon, and Texas. Adam has been in the financial services industry since 2002. Adam has experience providing financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisers. Adam is also a board member of the Skyline Bel Air Estates Homeowner's Association. Adam earned his Series 65 license in 2002.
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.
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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PA
01/03/2023 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
IA
Issued 05/09/2002
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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