Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McAdam is an investment advisor representative with McAdam LLC. Michael has been in the industry since 2001. Michael has registered with the state of Pennsylvania for both Broker-Dealer and Investment Advisor registrations. In addition to his work with McAdam LLC, Michael is also an insurance agent with McAdam Institutional Brokerage. Previous employers include VOYA Financial Advisors, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance 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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
10/03/2014 - Present
McAdam LLC (PHILADELPHIA PA)
PA
02/12/2008 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)
PA
09/27/2001 - 02/13/2008
AMERIPRISE FINANCIAL SERVICES, INC. (CONSHOHOCKEN PA)
MN
09/27/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/07/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/22/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/03/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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