Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Oates is a registered Investment Advisor Representative with Archer Investment Corp. based out of Greensboro, North Carolina. Adam has a Series 7TO, Series 66 and SIE, and has been in the industry since 2019. Prior to joining Archer Investment Corp., Adam Oates worked with Equitable Advisors, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
NC
08/31/2021 - Present
Archer Investment Corp. (Greensboro NC)
NC
12/10/2019 - 08/26/2021
EQUITABLE ADVISORS, LLC (RALEIGH NC)
BOTH
Issued 03/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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