Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Robertson is a financial professional with over 3 years of experience in the financial services industry. Adam is currently registered with Mutual of America Securities LLC in Nashville, TN. Adam holds a Series 7, Series 66, and SIE license. Adam was previously registered with LPL Financial LLC and CUNA Brokerage Services, Inc. Adam has a proven track record of 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.
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.
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2
TN
04/26/2023 - Present
Mutual OF America Securities LLC (NASHVILLE TN)
TN
05/18/2022 - 04/17/2023
LPL FINANCIAL LLC (MT. JULIET TN)
TN
11/26/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Nashville TN)
BOTH
Issued 01/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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