Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Lorbert is a securities professional with over 20 years of experience in the financial services industry. Adam is currently registered with Samuel A. Ramirez & Company, Inc. and holds Series 7, Series 52TO, Series 53 and Series 63 licenses. Previously, Adam was with Jefferies LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Lehman Brothers Inc. Adam's areas of expertise include municipal securities and general securities.
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
NY
10/03/2019 - Present
Samuel A. Ramirez & Company, Inc. (NEW YORK NY)
NY
08/03/2018 - 02/05/2019
JEFFERIES LLC (NEW YORK NY)
NY
06/09/2003 - 03/19/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/28/2001 - 09/16/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 06/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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