Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Ross is a financial advisor with over 20 years of experience in the industry. Adam is currently registered with Bay Crest Partners, LLC in New York. Prior to this, Adam worked at Whitaker Securities LLC, Seaboard Securities, Inc., Westminster Securities Corporation, Laidlaw Global Securities, Inc. and Globeshare, Inc. Adam is licensed to sell securities in New York and New Jersey. Adam has passed the Series 7, Series 63 and SIE exams.
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.
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2
NY
06/21/2023 - Present
BAY Crest Partners, LLC (NEW YORK NY)
NY
03/26/2008 - 06/22/2023
WHITAKER SECURITIES LLC (NEW YORK NY)
NY
04/29/2005 - 04/01/2008
SEABOARD SECURITIES, INC. (NEW YORK NY)
NY
07/13/2004 - 12/02/2004
WESTMINSTER SECURITIES CORPORATION (NEW YORK NY)
NY
08/15/2001 - 09/12/2002
LAIDLAW GLOBAL SECURITIES, INC. (NEW YORK NY)
NY
05/01/2000 - 10/11/2001
GLOBESHARE, INC. (NEW YORK NY)
NY
01/02/2000 - 05/18/2000
LAIDLAW GLOBAL SECURITIES, INC. (NEW YORK NY)
BC
Issued 03/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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