Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Mary Adams is a registered representative with Fidelity Personal And Workplace Advisors in New York, NY. Samantha has been in the financial services industry since 2013. Samantha is licensed to offer securities and investment advisory services in Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington and Wisconsin. Samantha has passed the Series 7, Series 52, Series 63 and Series 66 exams. Samantha works with individuals, high-net-worth individuals, charitable organizations, corporations, pension and profit-sharing plans and state and municipal government entities.
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.
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.
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.
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2
NY
01/29/2020 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
09/26/2013 - 05/23/2018
WELLS FARGO SECURITIES, LLC (NEW YORK NY)
BOTH
Issued 08/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2013
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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