Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Wojtkowski is a financial advisor in Mansfield, Massachusetts. Adam is registered as an Investment Advisor Representative with Copper Beech Wealth Management. Adam has over 10 years of experience in the financial services industry. Prior to joining Copper Beech Wealth Management, Adam was with CCO Investment Services Corp. Adam is also a Certified Financial Planner. Adam specializes in providing financial planning and portfolio management services to individuals and high net worth individuals. Adam is committed to helping clients achieve their financial goals.
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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MA
01/05/2023 - Present
Copper Beech Wealth Management (MANSFIELD MA)
MA
04/23/2013 - 02/07/2014
CCO INVESTMENT SERVICES CORP. (MEDFORD MA)
MA
12/13/2012 - 04/17/2013
LPL FINANCIAL LLC (WALTHAM MA)
MA
03/02/2006 - 12/14/2012
FIDELITY BROKERAGE SERVICES LLC (FRAMINGHAM MA)
NY
06/27/2005 - 01/20/2006
IFMG SECURITIES, INC. (PURCHASE NY)
NE
07/26/2004 - 07/13/2005
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 12/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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