Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Geist is a financial advisor with over 10 years of experience in the industry. Currently, Adam is registered with Alliancebernstein LP. Previously, he was employed by BB&T Securities, LLC and Goldman, Sachs & Co. in various roles. Adam has a strong background in providing financial advice to a diverse range of clients, including individuals, families, businesses, and institutions. Adam's expertise includes investment management, asset allocation, and financial planning.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TN
04/08/2021 - Present
Alliancebernstein LP (Nashville TN)
SC
11/14/2019 - 11/16/2020
BB&T SECURITIES, LLC (GREENVILLE SC)
NY
10/12/2011 - 03/06/2014
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 12/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2011
Series 3 - National Commodity Futures Examination
BC
Issued 10/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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