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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Michael Bouley is a financial advisor who works at Janney Montgomery Scott LLC. Adam Bouley has been in the industry since 2019 and is licensed in 52 states. Adam Michael Bouley holds Series 7, 63, and 66 licenses and is a licensed agent. Adam Bouley has worked at Empower Financial Services, Inc. and Voya Financial Advisors, Inc. prior to joining Janney Montgomery Scott LLC. Adam Bouley specializes in providing financial planning, pension consulting, and portfolio management services.
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.
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.
Fee plus commission
1
2
CT
09/11/2024 - Present
Janney Montgomery Scott LLC (Westbrook CT)
CO
03/23/2022 - 05/22/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
MA
05/18/2020 - 03/11/2022
VOYA FINANCIAL ADVISORS, INC. (Wilbraham MA)
NC
09/03/2019 - 05/19/2020
FIRST CITIZENS INVESTOR SERVICES, INC. (Charlotte NC)
BC
Issued 09/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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