Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Calingasan is a securities professional with over 15 years of experience in the financial services industry. He is currently registered with Wolfe Research Securities in New York, NY. Adam has a strong track record of success in the investment industry and is committed to providing his clients with personalized financial advice. He holds Series 7, 24, 63, 87, and SIE licenses. Adam's previous experience includes roles at International Strategy & Investment Group Inc., J.P. Morgan Securities Inc. and Bear Stearns & Co. Inc.
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.
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2
NY
10/04/2011 - Present
Wolfe Research Securities (New York NY)
NY
06/06/2008 - 09/19/2011
INTERNATIONAL STRATEGY & INVESTMENT GROUP INC. (NEW YORK NY)
NY
06/02/2008 - 06/25/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/20/2005 - 06/02/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 09/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2013
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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