Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Fluckiger is a financial advisor at Raymond James Financial Services Advisors, Inc. Adam has been working in the financial industry since 2011 and has a strong track record of success in helping clients reach their financial goals. Adam is a dedicated and experienced financial advisor who is passionate about helping clients achieve their financial goals. Adam has a wide range of experience and knowledge in financial planning, investment management, and retirement planning. Adam is committed to providing his clients with personalized financial advice and guidance to help 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
UT
07/27/2022 - Present
Raymond James Financial Services Advisors, Inc. (St. George UT)
UT
08/10/2011 - 07/22/2022
EDWARD JONES (HURRICANE UT)
BOTH
Issued 08/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/04/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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