Unclaimed
Adam Giammarinaro is a financial advisor with Commonwealth Financial Network. Adam has been in the financial industry since 2003. Adam is registered with FINRA and the state of Virginia. Adam specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations. Adam holds the Series 6, 7, 26, 63, and 65 licenses, as well as the SIE exam. Adam is a Certified Financial Planner (CFP®).
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.
1
2
VA
04/28/2023 - Present
Commonwealth Financial Network (HERNDON VA)
CO
09/22/2005 - 05/01/2023
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
VA
07/25/2003 - 09/14/2005
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IA
Issued 12/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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