Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Rudner is a financial advisor with over 23 years of experience in the industry. Adam is currently a registered representative with J.P. Morgan Securities LLC and is licensed in all 50 states and territories. Prior to his role with J.P. Morgan Securities LLC, Adam worked at Citigroup Global Markets Inc. Adam holds a Series 24, Series 53, Series 79, Series 52, and Series 63 license. Adam is also a Series SIE exam holder. Adam's areas of expertise include Financial Planning, Pension Consulting and Selection of Other Advisors.
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
TX
09/10/2013 - Present
J.p. Morgan Securities LLC (Dallas TX)
TX
06/22/1999 - 09/05/2013
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
BC
Issued 04/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/27/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2010
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 06/21/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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