Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam MacHani is a financial professional registered with Goldman Sachs & Co. LLC. Adam has been in the industry since 2018 and has held previous roles at BNP Paribas Prime Brokerage, Inc., BNP Paribas Securities Corp., and J.P. Morgan Securities Inc. Adam is licensed in multiple states and holds several professional designations including Series 7, 63, SIE, and 99 licenses. Adam specializes in providing financial advice to a wide range of clients including high-net-worth individuals, corporations, and investment companies. Adam's experience and expertise make him a valuable asset to any client seeking financial guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
NY
09/09/2022 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
NY
01/23/2014 - 02/23/2016
BNP PARIBAS PRIME BROKERAGE, INC. (NEW YORK NY)
NY
01/10/2014 - 02/23/2016
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NY
04/08/2005 - 05/07/2007
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 09/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2014
Series 99 - Operations Professional Examination
BC
Issued 04/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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