Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Gewiss is a financial advisor at Stifel, Nicolaus & Company, Inc. Adam Gewiss is a Certified Financial Planner® professional. Adam Gewiss has been in the financial services industry since 2014. Adam Gewiss is licensed to provide investment advice in 41 states, and holds registrations with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Adam Gewiss has been registered with Stifel, Nicolaus & Company, Inc. since December 2014. The firm provides financial planning, portfolio management, and other services to individuals, families, businesses, and institutions.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
12/23/2014 - Present
Stifel, Nicolaus & Company, Inc. (EAU CLAIRE WI)
BOTH
Issued 12/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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