Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Ghantous is a financial advisor at LPL Financial LLC in Bloomington, Illinois. Adam has been in the financial services industry since 2013. Adam is registered with FINRA and the state of Illinois. Adam is also registered with the state of California, Illinois, and North Carolina. Before joining LPL Financial LLC, Adam worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones, and Bank of America, N.A. Adam offers a range of financial services, including financial planning, portfolio management, and investment advisory services. Adam is a Series 66 and Series 7 licensed advisor.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
07/14/2020 - Present
LPL Financial LLC (BLOOMINGTON IL)
IL
12/13/2016 - 07/08/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMINGTON IL)
IL
09/03/2013 - 11/29/2016
EDWARD JONES (PEORIA HEIGHTS IL)
BOTH
Issued 09/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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