Adam A. Roberts

Adam A. Roberts Email and Phone Number

Consultant @ Wise Financial LLC
Adam A. Roberts's Location
Albany, New York Metropolitan Area, United States, United States
Adam A. Roberts's Contact Details

Adam A. Roberts work email

Adam A. Roberts personal email

n/a
About Adam A. Roberts

Individual & Family - Investment Planning- Wealth Accumulation Planning- Wealth Preservation Strategies- Retirement Income Strategies- Estate & Trust PlanningEmployer-Sponsored- ERISA & Plan Consulting- Executive Benefits - Employee Benefits- Employee Education Services- Business Succession Planning

Adam A. Roberts's Current Company Details
Wise Financial LLC

Wise Financial Llc

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Consultant
Adam A. Roberts Work Experience Details
  • Wise Financial Llc
    Financial Advisor
    Wise Financial Llc Jan 2020 - Present
    Atlanta, Georgia, Us
    Adam A. Roberts is a Registered Representative of Equity Services, Inc. Securities are offered solely by Equity Services, Inc., Member FINRA/SIPC, 333 Westchester Ave. South 3302, White Plains, NY 10604. (914) 428-4000 Wise Financial LLC is independent of Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.Adam is licensed to sell securities in New York. He is also insurance-licensed in New York. An endorsement of Adam may not reflect others’ views or experience.TC114909 (5/3/2021)
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  • Axa Advisors, Llc
    Financial Consultant
    Axa Advisors, Llc 2016 - Jan 2020
    New York, Ny, Us
    INDIVIDUAL/FAMILY- Wealth Accumulation & Tax Management- Retirement Planning- Risk Management- Estate Planning/Wealth Preservation StrategiesBUSINESS/CORPORATE- Executive Benefits- Employee Education/Seminars- Employee Benefits- Business Succession Planning/Exit Strategies- Company Retirement Programs
    View
  • Capital District Fitness
    Cfo
    Capital District Fitness Jan 2009 - Jun 2016
    Dual web portal & commercial facility for comprehensive health & wellness goals. Serviced personal training, nutritional counseling, gym memberships, physical therapy & niche requests with other professionals throughout the Capital District. Voted #1 in categorical (Wellness) on Thumbtack.com 2015 & 2016.

Adam A. Roberts Skills

Personal Financial Planning Tactical Asset Management Retirement Planning Corporate Finance Wealth Management Financial Planning Financial Advisory Investments Financial Services Finance Portfolio Management Asset Management Investment Strategies Insurance Securities Equities Alternative Investments Financial Analysis Investment Advisory Asset Allocation Life Insurance Investment Management Fixed Income Business Strategy Financial Markets Fixed Annuities Tax Planning Key Person Protection Small Business Financial Management Defined Benefits And Sole Proprietor Planning Employee Education And Seminar Training Iras College Savings Plans Wealth Accumulation Wealth Management Services Estate Planning Stratgies Business Continuation Strategies Fitness Personal Training Fitness Training Wellness Nutrition Strength Training Wellness Coaching Weight Training Sports Nutrition Functional Training Nutritional Counseling Exercise Physiology Lifestyle Operant Conditioning Athletics

Adam A. Roberts Education Details

  • University At Albany
    University At Albany
    Biology - Neuroscience

Frequently Asked Questions about Adam A. Roberts

What company does Adam A. Roberts work for?

Adam A. Roberts works for Wise Financial Llc

What is Adam A. Roberts's role at the current company?

Adam A. Roberts's current role is Consultant.

What is Adam A. Roberts's email address?

Adam A. Roberts's email address is ad****@****ial.net

What schools did Adam A. Roberts attend?

Adam A. Roberts attended University At Albany.

What skills is Adam A. Roberts known for?

Adam A. Roberts has skills like Personal Financial Planning, Tactical Asset Management, Retirement Planning, Corporate Finance, Wealth Management, Financial Planning, Financial Advisory, Investments, Financial Services, Finance, Portfolio Management, Asset Management.

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