Unclaimed
Adam Kriveloff is a financial advisor with The Leaders Group, Inc., based in Littleton, Colorado. Adam has been in the financial services industry since 1981. Adam has a broad range of experience and holds multiple securities licenses, including Series 6, 7, 24, 63, 72 and SIE. Adam is registered to provide financial advice in California, Connecticut and New York.
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.
1
2
CO
10/21/2021 - Present
THE Leaders Group, Inc. (LITTLETON CO)
CO
01/02/2014 - 10/20/2021
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
09/03/2013 - 01/07/2014
CETERA ADVISOR NETWORKS LLC (NEW YORK NY)
NY
06/17/1996 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (NEW YORK NY)
GA
08/15/1994 - 06/25/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
07/17/1981 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 12/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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