Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Louis Reeder is a financial professional with over 25 years of experience in the financial industry. Adam is currently registered with Rothschild & Co. US Inc. in New York, New York. Prior to this, Adam was registered with Credit Suisse Securities (USA) LLC, Sagent Advisors Inc., UBS Securities LLC, and SBC Warburg Dillon Read Inc. Adam holds the following licenses: Series 63, Series 24, Series 79TO, SIE and Series 7.
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
12/07/2015 - Present
Rothschild & Co. US Inc. (NEW YORK NY)
NY
07/13/2010 - 12/01/2015
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
02/06/2008 - 05/27/2010
SAGENT ADVISORS INC. (NEW YORK NY)
NY
06/29/1998 - 01/15/2008
UBS SECURITIES LLC (NEW YORK NY)
CT
12/04/1995 - 06/29/1998
SBC WARBURG DILLON READ INC. (STAMFORD CT)
BC
Issued 10/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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