Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Dorosky is an investment advisor representative associated with Raymond James Financial Services Advisors, Inc.. Adam has been in the financial industry for over 17 years and is licensed to operate in Delaware. Adam has earned both Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE). Adam has been associated with Raymond James Financial Services Advisors, Inc. since January 2022 and has previous experience with Berkshire Hathaway. Adam's firm, Raymond James Financial Services Advisors, Inc. is a large financial services company with over 5300 licensed agents and 5700 investment advisor representatives nationwide. Adam's practice offers financial planning, pension consulting, educational seminars, and portfolio management services for both individuals and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
DE
01/19/2022 - Present
Raymond James Financial Services Advisors, Inc. (Wilmington DE)
BOTH
Issued 01/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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