Verified
Brian Adams is a financial advisor with over 10 years of experience in the financial services industry. Brian is currently registered with Fifth Third Securities, Inc. Brian has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Brian offers financial planning, portfolio management services, and selection of other advisers. Brian's previous experience includes working for PNC Investments and Huntington Investment Company.
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.
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.
Sponsor wrap fee program
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
OH
01/22/2024 - Present
Fifth Third Securities, Inc. (MACEDONIA OH)
OH
06/09/2022 - 01/19/2024
PNC INVESTMENTS (RAVENNA OH)
OH
12/12/2019 - 06/09/2022
FIFTH THIRD SECURITIES, INC. (EUCLID OH)
OH
05/12/2016 - 12/11/2019
THE HUNTINGTON INVESTMENT COMPANY (CLEVELAND OH)
OH
04/25/2014 - 04/20/2016
PNC INVESTMENTS (CLEVELAND OH)
BOTH
Issued 8/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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