Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Grell is a financial professional with over 9 years of experience in the industry. Adam has a broad range of experience in the financial services industry having worked for several firms, including PMA Securities, LLC, Cetera Financial Specialists LLC, and Girard Securities, Inc. Adam is currently registered with FIS Brokerage & Securities Services LLC, a firm specializing in brokerage and securities services. Adam holds a variety of licenses and certifications including Series 7, Series 24, Series 50, Series 52, Series 53, Series 54, and Series 99TO. Adam is also licensed in Illinois.
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
IL
11/04/2021 - Present
FIS Brokerage & Securities Services LLC (BOLINGBROOK IL)
IL
11/04/2020 - 11/01/2021
PMA SECURITIES, LLC (NAPERVILLE IL)
IL
04/03/2015 - 10/27/2020
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
IA
07/10/2015 - 10/26/2017
GIRARD SECURITIES, INC. (W DES MOINES IA)
IA
07/10/2015 - 10/26/2017
SUMMIT BROKERAGE SERVICES, INC. (W Des Moines IA)
IA
04/03/2015 - 10/26/2017
CETERA ADVISORS LLC (W DES MOINES IA)
IA
11/14/2013 - 10/26/2017
CETERA ADVISOR NETWORKS LLC (W DES MOINES IA)
IA
07/10/2015 - 11/09/2016
INVESTORS CAPITAL CORP. (WEST DES MOINES IA)
IA
07/10/2015 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (West Des Moines IA)
BOTH
Issued 03/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2021
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 09/12/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/12/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/19/2021
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 11/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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