Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Quincy Fischer is a registered representative with Wells Fargo Advisors Financial Network, LLC. Adam is licensed to provide investment advice in Florida, Louisiana, Maryland, Ohio, Pennsylvania, Texas, Washington, and West Virginia. Adam has been working in the financial services industry since September 11, 2006. Adam has been registered with Wells Fargo Advisors Financial Network, LLC since July 6, 2023. Prior to that, Adam was a registered representative with J.P. Morgan Securities LLC from October 1, 2012 to July 7, 2023. Adam has a Series 66, Series 7, and SIE license. Adam specializes in providing financial planning services, portfolio management for individuals and businesses, and investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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
OH
07/06/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Coshocton OH)
OH
10/01/2012 - 07/07/2023
J.P. MORGAN SECURITIES LLC (COSHOCTON OH)
OH
04/28/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COSHOCTON OH)
OH
08/23/2006 - 04/07/2008
AXA ADVISORS, LLC (COLUMBUS OH)
BOTH
Issued 01/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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