Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Boersma is a registered investment advisor with Citigroup Global Markets Inc. in Chicago, Illinois. Adam has over 7 years of experience in the financial services industry. Adam holds the Series 6, Series 7, Series 63 and Series 65 licenses. Adam has previously worked at Geneva Advisors LLC and J.P. Morgan Securities LLC.
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.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
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2
IL
04/04/2017 - Present
Citigroup Global Markets Inc. (CHICAGO IL)
IL
02/19/2015 - 05/18/2017
GNV ADVISORS, LLC (Chicago IL)
IL
02/21/2014 - 02/18/2015
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
02/01/2008 - 11/07/2011
CHASE INVESTMENT SERVICES CORP. (HOMER GLEN IL)
IA
Issued 06/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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