Unclaimed
Adam Clemens is a financial advisor with J.P. Morgan Securities LLC, located in Naperville, Illinois. Adam has been in the financial services industry since 2008. Previously, Adam worked with Advisors Asset Management, Inc., RBC Capital Markets, LLC, Ameriprise Financial Services, Inc., UVEST Financial Services Group, Inc., IFMG Securities, Inc., and TCF Investments, Inc. Adam is licensed to sell securities in Arizona, California, Florida, Illinois, Indiana, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Washington, and Wisconsin. Adam holds FINRA Series 6, 7, 63, and 66 licenses and the SIE exam. Adam's specializations include retirement planning, college planning, insurance, estate planning, and business planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
11/16/2020 - Present
J.p. Morgan Securities LLC (NAPERVILLE IL)
IL
06/04/2013 - 11/16/2020
ADVISORS ASSET MANAGEMENT, INC. (LISLE IL)
IL
03/19/2012 - 06/04/2013
RBC CAPITAL MARKETS, LLC (ORLAND PARK IL)
IL
11/23/2011 - 03/23/2012
AMERIPRISE FINANCIAL SERVICES, INC. (ORLAND PARK IL)
IL
01/23/2008 - 11/06/2008
UVEST FINANCIAL SERVICES GROUP, INC. (PALOS HEIGHTS IL)
IL
11/22/2006 - 02/05/2008
IFMG SECURITIES, INC. (PALOS HEIGHTS IL)
IL
11/22/2005 - 12/31/2006
TCF INVESTMENTS, INC. (EVERGREEN PARK IL)
BOTH
Issued 12/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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