Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Jorgensen is a financial advisor with Capital Markets IQ, LLC. Adam has been a registered investment advisor since 2008. Adam holds Series 6, 7, 63 and 66 licenses and is licensed in Arizona, Colorado, Florida, and Texas. Adam has prior experience with Commonwealth Financial Network, Invest Financial Corporation and Metlife Securities. Adam also owns Veracity Financial Services and Veracity Advisers 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.
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.
Business consulting
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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FL
10/04/2024 - Present
Capital Markets IQ, LLC (Palm Beach Gardens FL)
FL
06/20/2013 - 08/09/2016
INVEST FINANCIAL CORPORATION (PALM BEACH GARDENS FL)
FL
03/01/2013 - 04/24/2013
COMMONWEALTH FINANCIAL NETWORK (TEQUESTA FL)
FL
05/29/2012 - 12/31/2012
THE O.N. EQUITY SALES COMPANY (JUPITER FL)
FL
10/29/2008 - 04/17/2012
METLIFE SECURITIES INC. (WEST PALM BEACH FL)
BOTH
Issued 02/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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