Unclaimed
Adam Gagnon is a registered representative with Brex Treasury LLC, holding Series 7TO, Series 63 and SIE licenses. Adam has been in the financial industry since December 2019 and is currently active in Utah. Adam's focus is on providing investment advice and products to clients. Adam is committed to providing a high level of service and personalized advice to clients.
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
UT
12/10/2019 - Present
Brex Treasury LLC (SALT LAKE CITY UT)
BC
Issued 12/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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