Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Love is a financial advisor with over 30 years of experience in the industry. Adam is a registered representative with Wells Fargo Clearing Services, LLC and has been with the firm since 2016. Previously, Adam worked at Prudential Securities Incorporated, A.G. Edwards & Sons, Inc., Smith Barney Inc., and Lehman Brothers Inc. Adam has a strong track record of providing financial advice to individuals, families, and businesses. He is committed to helping his 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
1
2
CA
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (WALNUT CREEK CA)
NY
11/20/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
06/05/1997 - 11/20/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
07/31/1993 - 10/08/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
05/10/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/12/1988 - 03/10/1988
FIRST INVESTORS CORPORATION
IA
Issued 04/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1990
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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