Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam William Johnson is a financial advisor with over 6 years of experience in the industry. He is currently registered with Cetera Investment Advisers LLC. Adam has a strong background in both banking and financial services, and has been a Financial Services Officer at Peoples Bank of Mt Washington since December 2020. Adam is also a basketball official for the Kentucky Basketball Officials Association. He holds a variety of licenses and certifications, including the Series 6, 7TO, 63, and 65. Adam provides financial planning, portfolio management, and educational seminars. Adam is committed to providing personalized financial advice to his clients.
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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KY
06/29/2023 - Present
Cetera Investment Advisers LLC (MT WASHINGTON KY)
KY
05/25/2018 - 12/03/2020
WESBANCO SECURITIES, INC. (Sheperdsville KY)
IA
Issued 6/9/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/2/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/25/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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