Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Savard is a financial advisor with The Leaders Group, Inc. with over 17 years of experience in the financial services industry. He is a registered representative in New York. Adam Savard holds the Series 6, 7, 63, 65, and SIE licenses. Prior to joining The Leaders Group, Inc., Adam Savard was associated with M&T Securities, Inc., LPL Financial LLC, HSBC Securities (USA) Inc. and HSBC Brokerage (USA) Inc.
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
CO
06/21/2022 - Present
THE Leaders Group, Inc. (LITTLETON CO)
NY
05/03/2013 - 01/03/2018
M&T SECURITIES, INC. (BUFFALO NY)
NY
05/18/2012 - 04/24/2013
LPL FINANCIAL LLC (EAST AMHERST NY)
NY
01/01/2005 - 05/15/2012
HSBC SECURITIES (USA) INC. (WILLIAMSVILLE NY)
NY
05/29/2001 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
BC
Issued 06/14/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/23/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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