Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Senra Palas is a financial advisor with Cetera Investment Advisers LLC. Adam has been in the financial services industry since 2001. Adam has a strong background in financial planning, taxes, and accounting. Adam is a Certified Financial Planner (CFP) and a Certified Public Accountant (CPA). Adam is also a registered representative with Cetera Investment Advisers LLC. Adam is registered to provide investment advice in Alabama, Connecticut, Delaware, Florida, Georgia, Illinois, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, and Virginia.
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.
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
FL
02/27/2023 - Present
Cetera Investment Advisers LLC (JUNO BEACH FL)
FL
01/27/2003 - 09/23/2008
ROYAL ALLIANCE ASSOCIATES, INC. (PALM BEACH GARDENS FL)
NY
01/13/2001 - 12/02/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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