Unclaimed
Adrienne Stark is a financial professional with over 19 years of experience in the industry. Currently, Adrienne is an investment advisor representative at Missionsquare Retirement, a firm specializing in retirement planning. Previously, Adrienne has worked at Fidelity Brokerage Services LLC and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Adrienne is a Certified Financial Planner and holds Series 7, 63, 65, and 24 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
DC
08/03/2022 - Present
Missionsquare Retirement (WASHINGTON DC)
NY
05/31/2019 - 11/30/2020
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
NY
04/25/2013 - 05/01/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
PA
09/02/2004 - 03/28/2013
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 05/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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