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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrienne? Claim Your ProfileAdrienne Sandra Newberg is a financial advisor with over 20 years of experience in the financial services industry. Adrienne has held various roles at different firms including Waddell & Reed, BB&T Investment Services, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Adrienne is currently registered with LPL Financial LLC as a Registered Representative and an Investment Advisor Representative in Maryland and Texas. Adrienne is a Series 7, Series 65, and Series 66 licensed professional. Adrienne specializes in providing financial planning, portfolio management, and investment advisory services for individuals, corporations, and retirement plans. Adrienne is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
MD
07/20/2018 - Present
LPL Financial LLC (JESSUP MD)
PA
08/22/2012 - 07/26/2018
WADDELL & REED (YARDLEY PA)
MD
04/11/2011 - 08/23/2012
BB&T INVESTMENT SERVICES, INC. (UPPER MARLBORO MD)
MD
03/07/1998 - 04/08/2011
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBIA MD)
MN
03/07/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/26/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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