Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Corle Landolfi is a financial advisor with over 11 years of experience in the financial services industry. Adam is a Registered Representative and Investment Advisor Representative. Adam holds the Series 7, Series 63, Series 65, and Series 24 licenses. Adam is currently registered with Cetera Investment Advisers LLC. Adam's previous experience includes working with Girard Securities, Inc., Cetera Advisor Networks LLC, and Iron Way Wealth Management. Adam is also an Assistant Golf Coach at The Pennsylvania State University. Adam's experience spans financial planning, portfolio management for businesses and individuals, and pension consulting. Adam is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (ALTOONA PA)
PA
02/15/2012 - 11/01/2017
GIRARD SECURITIES, INC. (ALTOONA PA)
IA
Issued 4/13/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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