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 Taylor is a financial advisor registered with Wells Fargo Clearing Services, LLC. Adam has been in the industry since 2007 and has a broad range of experience. Adam is also registered as an Investment Advisor Representative in Indiana and Texas. Adam previously worked with Fifth Third Securities, Inc., PNC Investments, and NatCity Investments, Inc. and Signator Investors, Inc. Adam holds FINRA Series 7, 6, and 63 licenses, as well as the Series 65 license. He is also a holder of the Securities Industry Essentials (SIE) exam. Adam specializes in portfolio management for individuals and businesses, investment consulting services, and financial planning.
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.
Investment consulting services to institutional clients
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.
1
2
IN
07/31/2024 - Present
Wells Fargo Clearing Services, LLC (INDIANAPOLIS IN)
IN
01/05/2015 - 08/02/2024
FIFTH THIRD SECURITIES, INC. (CARMEL IN)
IN
11/13/2009 - 01/08/2015
PNC INVESTMENTS (INDIANAPOLIS IN)
IN
04/29/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (INDIANAPOLIS IN)
IN
07/10/2007 - 12/03/2007
SIGNATOR INVESTORS, INC. (INDIANAPOLIS IN)
IA
Issued 07/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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