Unclaimed
Adam Renbarger is a registered investment advisor representative with Edward Jones, a large financial services firm. Adam has been in the financial services industry for over 20 years and is registered to provide investment advice in 28 states. Adam is a licensed agent and holds the Series 63, 66, and 7 licenses, as well as the SIE exam. He is currently working out of the Fishers, Indiana office of Edward Jones, located at 11848 OLIO RD SUITE 100. Adam has a strong track record of providing investment advice to individuals, families, and businesses, and his specializations include 1, 2, 4, 5, and 6. Adam is also active in the community and is a member of the Fishers Chamber of Commerce. In addition to his work with Edward Jones, Adam is the president of Renfam, LLC, a rental property company.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IN
08/26/2014 - Present
Edward Jones (FISHERS IN)
BOTH
Issued 05/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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