Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Townsend is a registered representative with MML Investors Services, LLC in West Palm Beach, Florida. Adam has been in the financial services industry since May 1998. Adam has passed the Securities Industry Essentials Examination (SIE), the Investment Company Products/Variable Contracts Representative Examination (Series 6) and the Uniform Securities Agent State Law Examination (Series 63). Adam is registered in 14 states, including Florida, Texas, California, Connecticut, Georgia, Massachusetts, Nevada, New Hampshire, New York, North Carolina, South Carolina, and Tennessee. Adam provides financial planning and asset allocation programs for individuals, businesses, corporations, high net worth individuals, trusts, foundations, and endowments.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
05/26/2017 - Present
MML Investors Services, LLC (WEST PALM BEACH FL)
FL
05/22/1998 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WEST PALM BEACH FL)
FL
05/22/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WEST PALM BEACH FL)
BC
Issued 09/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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