Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Losner is a financial professional who has been in the industry since December 9, 2007. Adam Losner is currently registered with Broadridge Business Process Outsourcing, LLC, in New York. Prior to that, Adam Losner was registered with Ridge Clearing & Outsourcing Solutions, Inc. in Dallas, Texas and AXA Advisors, LLC, in Melville, New York. Adam Losner holds the Series 66, Series 7, and SIE licenses. Adam Losner is registered in New York.
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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NY
01/11/2013 - Present
Broadridge Business Process Outsourcing, LLC (NEW YORK NY)
TX
11/12/2007 - 06/01/2012
RIDGE CLEARING & OUTSOURCING SOLUTIONS, INC. (DALLAS TX)
NY
03/14/2007 - 09/25/2007
AXA ADVISORS, LLC (MELVILLE NY)
BOTH
Issued 04/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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