Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Bret Schrier is a registered representative with Nylife Distributors LLC, a firm that is registered with the Securities and Exchange Commission. Adam is a licensed securities professional who has been in the industry since April 30, 2005. Adam has a Series 7 and a Series 63 license and holds a SIE designation. Adam has worked with several firms during his career, including Invesco Distributors, Inc., UBS Global Asset Management (US) Inc., Morgan Stanley Distribution, Inc., Morgan Stanley & Co., Incorporated, and Citigroup Global Markets Inc.
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.
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.
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2
NY
03/31/2016 - Present
Nylife Distributors LLC (NEW YORK NY)
NY
07/10/2012 - 03/16/2016
INVESCO DISTRIBUTORS, INC. (NEW YORK NY)
NY
11/05/2010 - 06/21/2012
UBS GLOBAL ASSET MANAGEMENT (US) INC. (NEW YORK NY)
NY
07/03/2006 - 12/23/2009
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
NY
04/05/2005 - 07/11/2006
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
01/13/2004 - 11/29/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 01/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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