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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 Siegel Marfurt is a financial advisor with Fidelity Personal And Workplace Advisors. Adam has been in the financial services industry since 2010. Adam is licensed to provide financial advice in Illinois and Texas. Adam has a Series 7, 63, 66, 9, 10, 24, 34, and SIE licenses. Adam specializes in providing financial advice to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Adam's office is located in Chicago, Illinois.
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
IL
03/24/2023 - Present
Fidelity Personal AND Workplace Advisors (CHICAGO IL)
IL
01/25/2022 - 06/29/2022
CHARLES SCHWAB & CO., INC. (Oak Brook IL)
IL
03/20/2014 - 06/29/2022
TD AMERITRADE, INC. (OAK BROOK IL)
IL
02/10/2010 - 03/26/2014
TRADESTATION SECURITIES, INC. (CHICAGO IL)
BOTH
Issued 03/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/12/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2010
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 02/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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