Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Kneller is a financial professional with over 7 years of experience in the industry. He is currently registered with Stonehaven, LLC, a firm that specializes in providing investment advice. Previously, Adam has worked with several firms, including Independent Brokerage Solutions LLC and Riverstone Capital Services LLC. He is registered in 37 states and holds Series 3, 7, 7TO, 63, and 66 licenses.
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.
1
2
NY
04/18/2024 - Present
Stonehaven, LLC (NEW YORK NY)
NY
08/17/2022 - 09/29/2022
INDEPENDENT BROKERAGE SOLUTIONS LLC (NEW YORK NY)
NY
12/03/2021 - 08/08/2022
RIVERSTONE CAPITAL SERVICES LLC (New York NY)
ME
02/17/2016 - 02/19/2016
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
NJ
11/17/2014 - 08/14/2015
RIDGEWORTH DISTRIBUTORS LLC (PARK RIDGE NJ)
BC
Issued 02/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/22/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2015
Series 3 - National Commodity Futures Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Adam Kneller is the right advisor for you? Invested Better is here to help.
