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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 Howard is a financial advisor with Beam Wealth Advisors, Inc. in Jacksonville, FL. Adam has been in the financial services industry for over 10 years. He is registered with the Securities and Exchange Commission (SEC) and holds Series 4, 7, 63, and 66 licenses. Adam is also a Certified Financial Planner. Adam's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services LLC. He works with high-net-worth individuals and businesses, providing financial planning, portfolio management, and estate planning 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.
Estate planning
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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FL
06/10/2024 - Present
Beam Wealth Advisors, Inc. (Jacksonville FL)
FL
08/26/2015 - 06/16/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
04/17/2012 - 05/21/2015
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 09/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2014
Series 4 - Registered Options Principal Examination
BC
Issued 06/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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