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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 Lorimer is an Investment Advisor Representative at Morgan Stanley, a firm with over $1 trillion in assets under management. Adam holds the Series 7TO, Series 63, and Series 65 licenses and has been in the industry since September 2020. Adam is a dedicated financial professional with a background in education and finance. Adam has a strong commitment to helping clients achieve their financial goals, and is committed to providing personalized and comprehensive financial advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
11/01/2021 - Present
Morgan Stanley (Beverly Hills CA)
AZ
09/30/2020 - 08/06/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 08/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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