Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam W. Workman is a registered representative with Geneos Wealth Management, Inc. Adam has been in the industry since October 1, 2017. Adam is also a Registered Investment Advisor (RIA) and is licensed in numerous states. Adam currently works at the Roanoke, Virginia branch of Geneos Wealth Management, Inc. Adam has a diverse range of experience serving individuals, families, businesses, and charitable organizations.
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
VA
03/29/2022 - Present
Geneos Wealth Management, Inc. (ROANOKE VA)
VA
10/02/2017 - 10/07/2021
FIRST CITIZENS INVESTOR SERVICES, INC. (Christiansburg VA)
BOTH
Issued 03/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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