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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 Fernance is a financial advisor with over 9 years of experience in the industry. Adam currently works at Cuso Financial Services, LP, where Adam is registered as a Registered Representative. Adam also works at Sorrento Pacific Financial, LLC, where Adam is registered as a Registered Representative. Adam has a wide range of experience in the financial services industry, with prior experience at firms such as Transamerica Financial Advisors, Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Adam is a Series 7, Series 24, Series 26, Series 63, Series 65, and Series 99TO licensed professional and provides financial planning, educational seminars, selection of other advisors, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Adam has experience working with clients across a wide range of asset levels. Adam has a strong understanding of the financial markets and a commitment to providing excellent client 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.
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.
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2
CA
11/04/2016 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
04/15/2016 - 10/27/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (TEMECULA CA)
CA
06/19/2014 - 11/04/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
IA
Issued 07/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2017
Series 24 - General Securities Principal Examination
BC
Issued 05/18/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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