Adam Schreiber, RICP

Mid-Atlantic Financial Group

303 International Dr
Suite 105

Hunt Valley, MD 21030

443-886-2260

About Mid-Atlantic Financial Group

We work with individuals and businesses to help them protect and growth their wealth.

General Information

CRD#

6800232

Insurance License#

3000101943

States Licensed in

MD, PA, MA

Years of Experience in Financial Services

Number of Years with Current Firm

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

Annuities, Insurance, Exchange Traded Funds (ETFs), Bonds, Stocks, Mutual Funds, Options & Futures

I can meet clients in the following ways

At your office, At my office, Video Conference, At your home

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

RICP (Retirement Income Certified Professional)

Securities Licenses

Series 7, Series 63, Series 66

Insurance and Annuity Licenses

Health, Annuity, Disability, Accident, Long Term Care, Variable Life, Life, Variable Annuity

Financial Organization Memberships

Million Dollar Roundtable, National Association of Insurance and Financial Advisors (NAIFA)

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee

Education

AgriBusiness Management - Business / Economics

The Pennsylvania State University
7/1/2009 - 5/1/2013

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