Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dwayne? Claim Your ProfileDwayne Edward Adams is a financial advisor with LPL Financial LLC. Dwayne has been in the financial services industry since 1994. Dwayne has a series 7, 63, and 24 license and is a Certified Financial Planner™. Dwayne has experience working with clients in a variety of areas, including financial planning, retirement planning, investment management, and insurance. Dwayne also has experience working with individuals, families, businesses, and charitable organizations. Dwayne is committed to providing his clients with personalized financial advice and guidance. Dwayne's clients are located in various states, including Ohio, Texas, Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virgin Islands, Virginia, Washington, West Virginia, and Wyoming.
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
OH
03/03/2017 - Present
LPL Financial LLC (CENTERVILLE OH)
OH
12/21/1995 - 03/13/2000
SKY INVESTMENTS, INC. (BRYAN OH)
NA
11/28/1995 - 12/20/1995
MFI INVESTMENTS CORP.
MO
01/06/1994 - 11/24/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 07/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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