Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Mark is a financial advisor with over 15 years of experience in the industry. Adam is registered with Wealth Enhancement Advisory Services, LLC, and holds Series 6, 7, 63, and 65 securities licenses. Adam Mark is also a Certified Financial Planner™. Adam Mark specializes in providing financial planning and investment management services to individuals, families, businesses, and retirement plans. Adam Mark is committed to helping clients 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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
11/16/2023 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
NY
09/28/2009 - 11/21/2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
07/21/2008 - 09/04/2009
WATERSTONE FINANCIAL GROUP, INC. (ROCHESTER NY)
IA
Issued 08/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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