Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adolph? Claim Your ProfileAdolph Weil is a financial advisor with over 15 years of experience in the financial services industry. Adolph is currently registered with Wells Fargo Clearing Services, LLC in Birmingham, Alabama. Adolph has a strong track record of providing personalized financial advice and investment management services to a wide range of clients. Adolph has a deep understanding of the financial markets and a commitment to helping his clients achieve their financial goals. Adolph is also dedicated to providing exceptional customer service and building long-term relationships with his clients. Previous to Adolph's current role at Wells Fargo Clearing Services, LLC, Adolph was a financial advisor at Truist Investment Services, Inc. and BB&T Securities, LLC. Adolph's previous experience in these roles allowed him to provide clients with personalized investment advice and wealth management services.
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
AL
02/24/2023 - Present
Wells Fargo Clearing Services, LLC (BIRMINGHAM AL)
AL
02/17/2021 - 02/24/2023
TRUIST INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
VA
04/05/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
AL
06/10/2011 - 04/08/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
AL
07/18/2007 - 06/15/2011
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
IA
Issued 04/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2007
Series 7 - General Securities 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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