Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Adamson is a financial advisor with over 15 years of experience in the financial services industry. Brian is currently registered with Raymond James Financial Services Advisors, Inc. and holds Series 7, 9, 10, 63, and 66 licenses. Brian's prior experience includes roles at Wachovia Securities, LLC, and Edward Jones. Brian offers a wide range of financial services to individuals, businesses, and institutions, including financial planning, portfolio management, and retirement planning. Brian provides hourly and fixed-rate consultations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
07/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (LONGWOOD FL)
FL
07/19/2007 - 03/14/2008
WACHOVIA SECURITIES, LLC (LONGWOOD FL)
FL
11/30/2005 - 11/29/2006
EDWARD JONES (WINTER SPRINGS FL)
BOTH
Issued 04/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/20/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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