Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Cunningham is a financial professional with over 10 years of experience in the industry. Adam has a strong background in investment banking and securities, holding Series 7, 62, 79, and 63 licenses. He is currently registered with Stephens, a firm with a long history of providing investment advisory services to a range of clients, including high-net-worth individuals, corporations, and institutions. Adam's previous experience includes roles at Raymond James & Associates, Inc. and Howe Barnes Hoefer & Arnett, Inc. Adam is committed to providing clients with personalized financial advice and guidance. He is known for his strong analytical skills, attention to detail, and dedication to client service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
IL
04/19/2016 - Present
Stephens (CHICAGO IL)
IL
04/01/2011 - 06/03/2013
RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)
IL
05/12/2010 - 06/03/2013
HOWE BARNES HOEFER & ARNETT, INC. (CHICAGO IL)
BC
Issued 09/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2016
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/19/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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