Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam MacE is a registered representative of J.p. Morgan Securities LLC. Adam has been in the securities industry since August 2006 and is registered in 31 states for both Broker/Dealer and Investment Adviser activities. Adam is also licensed to offer deposit and credit products through JPMorgan Chase Bank, N.A. Adam has held previous positions at Credit Suisse Securities (USA) LLC and Wells Fargo Clearing Services, LLC. Adam's specializations include investment strategies, mutual funds, fixed income securities, variable annuities, and retirement planning.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
PA
04/27/2018 - Present
J.p. Morgan Securities LLC (PHILADELPHIA PA)
PA
03/01/2016 - 05/01/2018
WELLS FARGO CLEARING SERVICES, LLC (RADNOR PA)
PA
10/06/2008 - 03/23/2016
CREDIT SUISSE SECURITIES (USA) LLC (WEST CONSHOHOCKEN PA)
PA
09/22/2008 - 10/16/2008
BARCLAYS CAPITAL INC. (PHILADELPHIA PA)
PA
08/16/2006 - 09/22/2008
LEHMAN BROTHERS INC. (PHILADELPHIA PA)
BOTH
Issued 12/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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