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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 Wood is a financial advisor with over 13 years of experience in the industry. Adam is currently registered with Cetera Investment Advisers LLC and is also registered as an investment advisor representative in Mississippi and Texas. Adam has a strong track record of success in providing financial advice to individuals, families, and businesses. Prior to joining Cetera Investment Advisers LLC, Adam worked at Hancock Whitney Investment Services Inc. and Wells Fargo Advisors, LLC. Adam specializes in financial planning, portfolio management, and retirement planning. He is committed to providing personalized financial advice to help 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.
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
MS
08/10/2022 - Present
Cetera Investment Advisers LLC (GULFPORT MS)
MS
03/23/2011 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (GULFPORT MS)
MS
07/24/2009 - 03/10/2011
WELLS FARGO ADVISORS, LLC (GULFPORT MS)
BOTH
Issued 08/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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