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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 Schneider is an investment advisor representative with Fisher Investments. Adam is registered with the state of California. Adam has been in the industry since September 2012. Adam obtained his Series 65 license on July 3, 2013. Adam is registered to provide investment advice to individuals, high net worth individuals, investment companies, pooled investment vehicles, corporations or other businesses, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
02/02/2022 - Present
Fisher Investments (SAN MATEO CA)
IA
Issued 07/03/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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