Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Marcellus is a financial advisor with Loomis Sayles Distributors, LP based in Boston, Massachusetts. Adam has been in the financial services industry since 2011. Adam has the Series 6, Series 7, and Series 66 securities licenses. Adam is registered to sell securities in Massachusetts. Previously, Adam was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated and National Planning Corporation.
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
MA
03/18/2015 - Present
Loomis Sayles Distributors, LP (BOSTON MA)
MA
01/01/2013 - 02/17/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
07/29/2011 - 07/18/2012
NATIONAL PLANNING CORPORATION (WOBURN MA)
BOTH
Issued 03/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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