Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Pearce is a financial advisor with over 20 years of experience in the industry. He has a strong track record of success in providing financial advice to individuals, families, and businesses. Adam is a Certified Financial Planner™ and holds a variety of licenses and certifications, including Series 6, 7, 24, 63, and 66. Adam is currently affiliated with Lincoln Investment and Capital Analysts. Adam has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Adam is committed to providing his clients with personalized financial advice and helping them 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.
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.
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2
AZ
06/09/2017 - Present
Lincoln Investment (Phoenix AZ)
AZ
11/28/2003 - 01/03/2017
LEGEND EQUITIES CORPORATION (Phoenix AZ)
PA
04/28/2003 - 11/03/2003
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
IL
01/16/2001 - 10/15/2002
PMG SECURITIES CORPORATION (ELGIN IL)
OH
12/10/1999 - 01/11/2001
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
CA
11/04/1999 - 12/06/1999
IRM DISTRIBUTORS, INC. (CARPINTERIA CA)
OH
07/27/1998 - 11/09/1999
AAG SECURITIES, INC. (CINCINNATI OH)
BOTH
Issued 06/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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