ADVISOR BIO

Adam David Herzing has been in the financial industry since December 2007 and is currently registered as an Investment Advisor Representative with Eagle Strategies LLC. Adam is a Certified Financial Planner and holds the Series 6, 7, 63, and 65 licenses, as well as the SIE. Adam provides a wide range of financial planning services to individual clients, including portfolio management and retirement planning. Adam is also a board member of the Foothill Office HOA and is an investor in cryptocurrency.

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ADVISOR BIO

Adam Ross Shipley is a registered investment advisor representative with Northwoods Financial Partners LLC. Adam has been in the financial services industry since October 27, 2015. Adam is a licensed investment advisor representative in California and holds a Series 3, Series 7, and Series 66 license. Adam provides financial planning services and portfolio management for individuals.

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ADVISOR BIO

Adam Koch is a financial advisor with over 10 years of experience in the industry. Adam currently works with Wells Fargo Clearing Services, LLC. Prior to this, Adam worked with Ameriprise Financial Services, Inc. and RBC Capital Markets, LLC. Adam holds the Series 66, Series 7 and SIE licenses. Adam is registered with the states of Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Dakota, Texas, Vermont, Virginia, Washington, and Wisconsin.

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ADVISOR BIO

Adam James Silva is an Investment Advisor Representative at Alliance Advisory & Securities, LLC. Adam Silva has been in the industry for over 2 years. Adam Silva specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Adam Silva is registered in California.

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ADVISOR BIO

Adam Hand is a registered Investment Advisor Representative with Raymond James & Associates, Inc. Adam is based in Calabasas, California. Adam has been active in the industry since 2011. Adam holds a Series 65 license.

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ADVISOR BIO

Adam Slowik is a financial advisor with UBS Financial Services Inc., located in Mill Valley, California. Adam has been in the financial industry since 1998, and has been registered with UBS since 2009. Adam is a registered representative and investment advisor representative, and holds several securities licenses, including Series 7, Series 31, Series 66, and the SIE exam. Adam is licensed in multiple states across the U.S., including California, Texas, New York, and Washington. Adam specializes in providing financial advice to individuals, businesses, and families. Previously, Adam worked at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.

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ADVISOR BIO

Adam Gregory mark Hartrum is a financial advisor registered in 22 states. Adam has been a registered representative for 18 years. Adam has a Series 7, Series 63, and Series 65 license. Currently, Adam is registered with LPL Financial LLC. Previously, Adam was registered with Securities America, Inc., AssetMark Brokerage, LLC, Capital Brokerage Corporation, Quasar Distributors, LLC, Wachovia Securities, Inc., GSG Securities, Inc., and Chatfield Dean & Co., Inc.

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Adam Fawal is a financial advisor at J.P. Morgan Securities LLC. Adam Fawal is registered with FINRA and the state of California and holds the Series 63, SIE and Series 6TO licenses. Adam Fawal joined J.P. Morgan Securities LLC on 2/11/2022. J.P. Morgan Securities LLC provides financial planning, pension consulting, selection of other advisers, and portfolio management services.

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ADVISOR BIO

Adam David Spiegelman is a financial advisor in Walnut Creek, CA. Adam has been working in the financial services industry since 1998. He is a Certified Financial Planner and holds Series 6, 7, 63, and 66 licenses. Adam is currently registered with Commonwealth Financial Network and has previously been registered with Northwestern Mutual Investment Services, LLC and Franklin/Templeton Distributors, Inc. Adam offers a variety of financial services, including financial planning, portfolio management, and insurance sales.

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ADVISOR BIO

Adam Manna Quarello is a registered representative of Oppenheimer & Co. Inc., with over 20 years of experience in the financial services industry. Adam has been with Oppenheimer & Co. Inc. since April 2009. Previously, Adam was registered with UBS Financial Services Inc., Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Adam holds FINRA Series 3, 7, 66 and SIE licenses. Adam is also registered with the states of Alabama, Arizona, California, Colorado, Delaware, Florida, Georgia, Massachusetts, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Virginia, Washington and Wisconsin.

SPECIALIZATIONS