Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Bush is a financial advisor with Vestwell Advisors LLC. Adam has been in the financial industry since 2012 and has a background in retirement and institutional services. Adam is licensed in the District of Columbia and New York. Prior to working at Vestwell Advisors LLC, Adam worked at Newport Group Securities, Inc. and Fidelity Brokerage Services LLC. Adam is a Series 66 and Series 63 licensed advisor. He has experience in managing portfolios for both individuals and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
3(38) erisa investment manager
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.
1
2
DC
03/25/2024 - Present
Vestwell Advisors LLC (Washington DC)
FL
04/01/2021 - 01/24/2023
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
NC
09/18/2013 - 10/04/2017
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
BC
Issued 04/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Adam Bush is the right advisor for you? Invested Better is here to help.
