Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Callender is a financial advisor with over 12 years of experience in the financial services industry. Adam has a strong background in investments and financial planning, and is committed to helping clients achieve their financial goals. Adam is registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Adam is also a Registered Representative with FINRA. Adam is dedicated to providing personalized financial advice to clients. Adam has previously been affiliated with Fifth Third Securities, Inc., Truist Investment Services, Inc., and SunTrust Investment Services, Inc. Adam has a strong understanding of the financial markets and a commitment to providing clients with the highest level of service.
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.
1
2
FL
01/19/2023 - Present
LPL Financial LLC (PONTE VEDRA FL)
FL
03/26/2014 - 01/18/2023
TRUIST INVESTMENT SERVICES, INC. (PALM COAST FL)
FL
10/08/2010 - 03/21/2014
FIFTH THIRD SECURITIES, INC. (PONTE VEDRA BEACH FL)
BOTH
Issued 03/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Adam Callender is the right advisor for you? Invested Better is here to help.
