Adam Offerman Financial Advisor

Adam J. Offerman is a Registered Representative for Enterprise Securities Company at Pappas Financial Investments (PFI). He is responsible for assisting clients on many aspects of their financial picture, exceptional customer service, department operation support, daily trading, and meeting materials.

Adam’s main focus within the Pappas Investment Team is trading and daily meeting materials. Within the Pappas Financial models, he helps manage the investment strategies across two different custodians. As an independent company, Adam helps prepare and create daily meeting materials. The most consistent aspect of these materials is running performance and annual reports.

Before Pappas Financial Investments, Adam worked at JP Morgan Chase Bank as a Banker and at Quicken Loans as a Mortgage Banker.

Adam received a B.A. in Business Administration from Aurora University. He currently holds FINRA Series 6, Series 7, Series 63 and Series 66 securities licenses.

Phone: (248) 539-8278