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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 Schur is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Adam has been in the industry for over 27 years and has worked with a wide variety of clients, including individuals, families, businesses, and institutions. Adam's specializations include portfolio management, financial planning, and retirement planning. Adam is committed to providing clients with personalized financial advice and guidance, helping them to reach their financial goals. He is a member of FINRA and has passed several industry exams, including the Series 7, Series 63, Series 52, Series 65 and the SIE Exam. Adam holds multiple securities licenses, including Series 7, Series 63, Series 52 and Series 65, and is currently registered in 32 states. Adam has been previously employed by Morgan Stanley and UBS Financial Services 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
05/09/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WHITE PLAINS NY)
NY
06/01/2009 - 01/23/2017
MORGAN STANLEY (PURCHASE NY)
NY
03/28/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
05/30/1995 - 04/14/2008
UBS FINANCIAL SERVICES INC. (WHITE PLAINS NY)
IA
Issued 04/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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