Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Goldfarb is a financial advisor at Raymond James Financial Services Advisors, Inc., a firm that has been in business for over 60 years. Adam has been in the financial industry since 2013. He has worked with a variety of clients including high net worth individuals, corporations, and pension plans. Adam is registered in 19 states and is also licensed to provide investment advice in New York. Adam is committed to providing his clients with the highest level of service and is dedicated to 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
07/08/2021 - Present
Raymond James Financial Services Advisors, Inc. (Buffalo NY)
BC
Issued 4/3/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/3/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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