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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Robert Enter is a financial advisor with World Investment Advisors, LLC, located in Fairfield, IA. Adam is a Chartered Financial Consultant. He has over 18 years of experience in the financial services industry. Adam is registered with the state of Iowa and holds several securities licenses, including Series 6, 7, 24, 52TO, 53, 63, 66, and SIE. Adam has previously worked at Cambridge Investment Research, Inc., and The Huntington Investment 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.
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.
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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2
IA
08/13/2024 - Present
World Investment Advisors, LLC (Fairfield IA)
IA
03/11/2019 - 08/12/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
OH
11/13/2014 - 03/14/2019
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
WI
06/12/2006 - 10/13/2014
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
BOTH
Issued 07/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/23/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/07/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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