Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Knut Flaaten is a registered representative with Citigroup Global Markets Inc., with over 53 state registrations. Adam Knut Flaaten is licensed to sell securities in Texas and has been in the industry since November 26, 2019. Adam Knut Flaaten holds FINRA Series 79TO, Series 63, and SIE licenses and is currently registered in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Adam Knut Flaaten is an active investment banking advisor and specializes in a range of areas including securities, equities, fixed income, investment banking, mutual funds, and other investments.
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.
1
2
TX
11/27/2019 - Present
Citigroup Global Markets Inc. (HOUSTON TX)
BC
Issued 10/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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