Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Runyan is an investment advisor representative with Advisory Services Network, registered with the state of Illinois. Adam has over 13 years of experience in the industry, having worked at firms such as JPMorgan Securities LLC and Morgan Stanley. Adam has passed the Series 31, Series 7, and Series 66 exams, as well as the Securities Industry Essentials Examination. Adam is a licensed investment advisor representative in Illinois, as well as a registered representative in California, Florida, Illinois, Iowa, Kansas, Massachusetts, North Carolina, Puerto Rico, South Carolina, Texas, and Wisconsin. Adam specializes in providing financial planning services, as well as portfolio management for individuals and investment companies.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
IL
09/27/2024 - Present
Advisory Services Network (HINSDALE IL)
IL
10/13/2017 - 02/24/2021
J.P. MORGAN SECURITIES LLC (Chicago IL)
CA
10/29/2010 - 09/18/2017
MORGAN STANLEY (IRVINE CA)
BOTH
Issued 11/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 10/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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