Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Weiner is a financial advisor with Fidelity Personal AND Workplace Advisors. Adam has been in the industry since February 5, 1994, and currently holds registrations in Florida and Texas. Adam has offices in Fort Lauderdale, FL and Naples, FL. Adam Weiner specializes in financial planning, investment advisory, and portfolio management. Adam has experience working with various clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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
FL
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (FT. LAUDERDALE FL)
NJ
11/07/1996 - 02/20/2008
NATIONAL FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
06/29/1995 - 06/27/1996
NATIONAL DISCOUNT BROKERS (OMAHA NE)
NY
11/16/1994 - 03/23/1995
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
08/09/1993 - 11/29/1994
RUSSO SECURITIES INC. (STATEN ISLAND NY)
NY
11/27/1992 - 06/16/1993
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
BOTH
Issued 10/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/22/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/17/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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