Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Liquori is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Laguna Niguel, CA. Adam has been in the financial industry since 2006 and has experience with various financial products and services. Adam is registered with both the state of California and Texas. Adam is also a Certified Divorce Financial Analyst (CDFA) and a Board Member of the Laguna Niguel Military Support Foundation. He is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Adam has previously worked at FSC Securities Corporation, Questar Capital Corporation, Securities Equity Group, UBS Financial Services Inc. and Edward Jones.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
10/04/2019 - Present
Cambridge Investment Research Advisors, Inc. (Laguna Niguel CA)
CA
07/25/2012 - 10/10/2019
FSC SECURITIES CORPORATION (LAGUNA NIGUEL CA)
CA
02/16/2012 - 07/28/2012
QUESTAR CAPITAL CORPORATION (SAN CLEMENTE CA)
CA
10/13/2009 - 03/01/2012
SECURITIES EQUITY GROUP (ALISO VIEJO CA)
CA
02/19/2008 - 10/06/2009
UBS FINANCIAL SERVICES INC. (IRVINE CA)
CA
01/27/2006 - 02/20/2008
EDWARD JONES (LAGUNA NIGUEL CA)
BOTH
Issued 02/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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