Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Manna Quarello is a registered representative of Oppenheimer & Co. Inc., with over 20 years of experience in the financial services industry. Adam has been with Oppenheimer & Co. Inc. since April 2009. Previously, Adam was registered with UBS Financial Services Inc., Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Adam holds FINRA Series 3, 7, 66 and SIE licenses. Adam is also registered with the states of Alabama, Arizona, California, Colorado, Delaware, Florida, Georgia, Massachusetts, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Virginia, Washington and Wisconsin.
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.
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.
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2
CA
04/13/2009 - Present
Oppenheimer & Co. Inc. (LOS ANGELES CA)
CA
09/26/2006 - 04/16/2009
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
CA
06/21/2006 - 09/05/2006
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
CA
11/08/2001 - 06/06/2006
AMERIPRISE FINANCIAL SERVICES, INC. (LOS ANGELES CA)
MN
11/08/2001 - 06/06/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2008
Series 3 - National Commodity Futures Examination
BC
Issued 11/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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