Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adele? Claim Your ProfileAdele Goetz is an Investment Advisor Representative at Fairport Asset Management Corp. located in Fairfield, CT. Adele has been in the industry since March 1996 and holds a Series 65 license. Adele specializes in offering financial planning, pension consulting, and educational seminars. The firm manages $10,873,060 in regulatory assets. The firm's clients include high-net-worth individuals and individuals other than high-net-worth, with approximately 66 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Sales charges, selection and monitoring fee
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CT
05/15/2017 - Present
Fairport Asset Management Corp. (FAIRFIELD CT)
IA
Issued 05/15/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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