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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Urias is a financial professional with over 15 years of experience in the financial services industry. Adrian is currently registered with Cambridge Investment Research Advisors, Inc. as an Investment Advisor Representative. Adrian holds licenses including Series 6, 7, 63 and 65. Adrian has previously worked with Cambridge Investment Research, Inc. and MML Investors Services, LLC. Adrian is a licensed agent in the state of Texas. Adrian specializes in a number of areas including retirement planning, college savings, and investment management. Adrian can help clients with a wide range of financial needs, including retirement planning, college savings, investment management, and insurance.
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.
Solicitation fees from 3rd party money managers
1
2
TX
01/03/2023 - Present
Cambridge Investment Research Advisors, Inc. (El Paso TX)
TX
11/01/2016 - 12/19/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (El Paso TX)
TX
02/05/2008 - 11/03/2016
MML INVESTORS SERVICES, LLC (EL PASO TX)
IA
Issued 05/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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