Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam J. Mancino is a financial advisor with J.P. Morgan Securities LLC. Adam has over 20 years of experience in the financial services industry. Adam has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Adam is a Registered Principal and holds the Series 4, Series 7, Series 9, Series 10, Series 24, and Series 63 licenses. Adam is also a Registered Investment Advisor and holds the Series 65 license. Adam is committed to providing his clients with personalized financial advice and guidance. Previous experience includes positions at Morgan Stanley, UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
NY
05/06/2014 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NJ
06/01/2009 - 05/01/2014
MORGAN STANLEY (JERSEY CITY NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JERSEY CITY NJ)
NJ
10/13/2006 - 04/02/2007
MORGAN STANLEY DW INC. (JERSEY CITY NJ)
NY
03/22/2005 - 10/25/2005
GREAT EASTERN SECURITIES, INC. (NEW YORK NY)
NJ
10/14/2002 - 12/19/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
12/24/1998 - 10/07/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2009
Series 4 - Registered Options Principal Examination
BC
Issued 08/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 12/08/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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