Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Winfield is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Adam has been in the financial services industry for over nine years. Adam is registered in the state of Virginia, Florida and North Carolina and holds both Series 63 and 65 licenses. In addition to his work at Cambridge Investment Research Advisors, Inc., Adam has experience in the insurance industry, having previously worked as an insurance agent for various independent insurance companies. Adam is a member of NAIFA-TIDEWATER and is committed to providing his clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
08/01/2023 - Present
Cambridge Investment Research Advisors, Inc. (Virginia Beach VA)
VA
11/02/2018 - 08/03/2023
OSAIC WEALTH, INC. (VIRGINIA BEACH VA)
VA
11/11/2014 - 11/02/2018
SIGNATOR INVESTORS, INC. (VIRGINIA BEACH VA)
IA
Issued 04/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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