Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adonis? Claim Your ProfileAdonis Roberson is a registered Investment Advisor Representative (IAR) with Principal Advised Services. Adonis has been in the industry since August 2022 and holds the Series 63, 65, and 6TO licenses as well as the SIE exam. Adonis is registered to provide investment advice in all 50 states.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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GA
05/28/2024 - Present
Principal Advised Services (VILLA RICA GA)
IA
Issued 05/28/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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