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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 Sill is a financial advisor with over 8 years of experience in the financial services industry. Adam is registered with LPL Financial LLC and has held previous registrations with CUNA BROKERAGE SERVICES, INC. and CUSO FINANCIAL SERVICES, L.P. Adam Sill holds a Series 7, Series 63, and Series 65 license, as well as the Securities Industry Essentials (SIE) exam. Adam is registered to offer securities and investment advisory services in 23 states across the country. Adam's main office is located in Saint Joseph, Michigan, and he has branch office locations in Saint Joseph, Michigan and Marion, Ohio. Adam has specialized in helping individuals, corporations, trusts, charitable organizations, and pension plans 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.
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.
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MI
05/18/2022 - Present
LPL Financial LLC (Saint Joseph MI)
MI
08/08/2017 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Saint Joseph MI)
MI
06/06/2014 - 08/02/2017
CUSO FINANCIAL SERVICES, L.P. (ST. JOSEPH MI)
IA
Issued 05/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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