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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Gerber is a financial advisor with over 27 years of experience in the financial services industry. Adam is currently registered with Stonex Advisors Inc. in White Plains, New York and Birmingham, Alabama. Previously, Adam worked at WRP INVESTMENTS, INC. in White Plains, New York and SECURITIES AMERICA, INC. in White Plains, New York. Adam Gerber is a Series 63 and Series 65 licensed advisor and holds the Series 7 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Financial consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
03/19/2021 - Present
Stonex Advisors Inc. (White Plains NY)
NY
07/18/2006 - 09/12/2014
WRP INVESTMENTS, INC. (WHITEPLAINS NY)
NY
07/06/2006 - 07/18/2006
SECURITIES AMERICA, INC. (WHITE PLAINS NY)
NY
06/01/2001 - 07/05/2006
SECURITIES AMERICA, INC. (WHITE PLAINS NY)
NY
07/30/1994 - 06/18/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CO
01/18/1994 - 07/22/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 07/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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