Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Stewart is a financial advisor with over 17 years of experience in the industry. Adam currently works for Wealth Enhancement Advisory Services, LLC, providing investment advisory services to individuals, corporations, and other entities. Prior to this, Adam was a financial advisor at Morgan Stanley, where he served high-net-worth individuals. Adam is registered as an Investment Advisor Representative in Utah, as well as holding Series 63, 66, 7, 9 and 24 licenses. Adam also serves as a Registered Representative for LPL Financial, providing investment brokerage services through Wealth Enhancement Brokerage Services. Adam is passionate about helping clients achieve their financial goals and is committed to providing personalized advice and exceptional service.
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
UT
02/20/2024 - Present
Wealth Enhancement Advisory Services, LLC (LEHI UT)
UT
03/14/2023 - 02/27/2024
MORGAN STANLEY (Sandy UT)
UT
08/02/2006 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
BOTH
Issued 03/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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