Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Zachary Roland is a registered representative and investment advisor representative. Adam has been in the securities industry since August 2019. Adam is currently employed by Edward Jones. Adam holds a Series 66, Series 7TO, and SIE license. Adam is registered to provide investment advisory services in 51 states and Washington D.C. Adam has a total of 4 approved FINRA registrations and 51 approved state registrations. Adam is registered with FINRA and MSRB. Adam has a total of 5 approved registrations, including both state and FINRA. Adam's primary office is in Imperial, Missouri. Adam is registered with FINRA. Adam specializes in portfolio management for individuals, portfolio management for businesses, selection of other advisers, financial planning and pension consulting. Adam has a history of working in the financial services industry. Adam has experience in working with individuals, businesses, and corporations, and has extensive knowledge of the financial markets. Adam is dedicated to providing clients with high-quality financial advice and personalized service.
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.
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.
See schedule d - miscellaneous
1
2
MO
10/27/2020 - Present
Edward Jones (Imperial MO)
BOTH
Issued 09/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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