Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Coselmon is an investment advisor representative with Raymond James & Associates, Inc. He has been in the financial services industry for over 20 years, with prior experience at Morgan Stanley and UBS Financial Services Inc. Adam has a broad range of experience working with individual clients, as well as businesses and institutions. He is licensed to provide financial advice in several states, including Michigan, Texas, and others.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
11/10/2016 - Present
Raymond James & Associates, Inc. (Fenton MI)
MI
06/01/2009 - 05/19/2015
MORGAN STANLEY (FLINT MI)
MI
09/01/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FLINT MI)
MI
07/14/2000 - 09/12/2006
UBS FINANCIAL SERVICES INC. (FLINT MI)
BOTH
Issued 07/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2005
Series 3 - National Commodity Futures Examination
BC
Issued 07/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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