Unclaimed
Adam Ely is a financial professional registered with Fidelity Brokerage Services LLC. Adam has been in the industry for 2 years and has passed the Series 99TO and the SIE exams. Adam has previously worked for DIGITAL BROKERAGE SERVICES LLC, FIDELITY DISTRIBUTORS COMPANY LLC, FIDELITY PRIME FINANCING, GREEN PIER FINTECH LLC, and NATIONAL FINANCIAL SERVICES LLC.
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
NJ
09/28/2021 - Present
Fidelity Brokerage Services LLC (JERSEY CITY NJ)
NJ
08/16/2022 - 07/31/2024
DIGITAL BROKERAGE SERVICES LLC (JERSEY CITY NJ)
NJ
08/16/2022 - 07/31/2024
FIDELITY DISTRIBUTORS COMPANY LLC (JERSEY CITY NJ)
MA
08/16/2022 - 07/31/2024
FIDELITY PRIME FINANCING (BOSTON MA)
MA
08/16/2022 - 07/31/2024
GREEN PIER FINTECH LLC (BOSTON MA)
NJ
08/16/2022 - 07/31/2024
NATIONAL FINANCIAL SERVICES LLC (JERSEY CITY NJ)
BC
Issued 09/27/2021
Series 99TO - Operations Professional Examination
BC
Issued 09/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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