Unclaimed
Adam R. Bartek is a financial advisor at First Command Advisory Services. Adam has been in the financial services industry since 2019. Adam is registered to provide investment advice in Oregon and Washington. Adam has earned the Series 66, Series 7 and SIE securities licenses.
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.
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.
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TX
08/01/2022 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 05/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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