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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 Paulson is a financial advisor at Mariner Wealth. Adam has over 17 years of experience in the financial services industry. Adam has worked with a variety of clients, including individuals, families, businesses, and institutions. Adam holds the Series 7, 31, and 66 licenses. Adam is committed to providing his clients with personalized financial advice and guidance. Adam is dedicated to helping clients 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.
Family office services
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
IN
08/14/2020 - Present
Mariner Wealth (CROWN POINT IN)
IL
09/21/2017 - 09/17/2020
LPL FINANCIAL LLC (ITASCA IL)
MN
10/26/2017 - 08/03/2020
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
KY
05/29/2012 - 09/06/2017
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
IN
11/07/2005 - 05/01/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MERRILLVILLE IN)
NY
09/02/2005 - 11/01/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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