Unclaimed
Adam Kerbis is a financial professional with a strong background in investment banking. Adam has been active in the financial industry since 2012 and holds a Series 79 license. Adam is currently registered with UBS Securities LLC, where has been employed since July 2021. Prior to joining UBS Securities LLC, Adam worked at EARLYBIRDCAPITAL, INC. and CANTOR FITZGERALD & CO.. Adam has a broad range of experience in the financial services industry, including investment banking and securities trading. Adam is committed to providing his clients with the highest level of service and expertise.
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.
1
2
NY
07/01/2021 - Present
UBS Securities LLC (NEW YORK NY)
NY
03/06/2014 - 06/30/2016
EARLYBIRDCAPITAL, INC. (NY NY)
NY
06/05/2012 - 06/11/2013
CANTOR FITZGERALD & CO. (NEW YORK NY)
BC
Issued 08/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/17/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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