Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Morris is a financial advisor with Wesbanco Securities, Inc. Adam is registered in Kentucky, Ohio, and West Virginia. Adam has been in the securities industry for 2 years and 8 months. Adam has a Series 7TO, Series 66, and SIE. Adam is registered with Wesbanco Securities, Inc. and was previously registered with Edward Jones. Adam specializes in portfolio management for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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2
WV
06/10/2022 - Present
Wesbanco Securities, Inc. (WHEELING WV)
WV
09/27/2019 - 03/05/2021
EDWARD JONES (ONA WV)
BOTH
Issued 01/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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