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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 Kline is a financial advisor with Fidelity Personal And Workplace Advisors. Adam has over 8 years of experience in the financial services industry. He is registered with the state of Massachusetts and Texas as both a Registered Representative and an Investment Advisor Representative. Adam is a Certified Financial Planner™ professional and offers a variety of financial planning services to individual and business clients. His primary focus is in providing financial advice and portfolio management services. Adam’s specializations include retirement planning, college savings, investment management, and estate planning. He is committed to 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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
MA
02/03/2021 - Present
Fidelity Personal AND Workplace Advisors (DANVERS MA)
BOTH
Issued 10/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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