Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Brody Keil is a securities professional with over 20 years of experience in the financial services industry. Adam is currently registered with Moelis & Co. LLC in New York, NY. Prior to joining Moelis & Co. LLC, Adam was employed by Jefferies & Company, Inc. in San Francisco, CA. Adam has a strong track record of success in the investment banking sector. Adam holds the Series 7, Series 63, Series 79TO, Series 99TO, and SIE 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.
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NY
08/01/2008 - Present
Moelis & Co. LLC (NEW YORK NY)
CA
09/25/2000 - 05/28/2008
JEFFERIES & COMPANY, INC. (SAN FRANCISCO CA)
BC
Issued 09/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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