Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Jacobs is a financial professional with over 10 years of experience in the financial industry. Adam is currently registered with Alps Distributors, Inc. in Denver, Colorado. Previously, Adam has worked with ARES WEALTH MANAGEMENT SOLUTIONS, LLC in Denver, Colorado, AIG CAPITAL SERVICES, INC. in Houston, Texas, JACKSON NATIONAL LIFE DISTRIBUTORS LLC in Denver, Colorado and SECURITIES AMERICA, INC. in Bridge City, Texas. Adam holds Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination. Adam is a licensed professional in 51 states.
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
10/04/2023 - Present
Alps Distributors, Inc. (DENVER CO)
CO
03/23/2021 - 07/25/2023
ARES WEALTH MANAGEMENT SOLUTIONS, LLC (DENVER CO)
TX
06/26/2018 - 03/22/2021
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
CO
12/08/2015 - 06/08/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
TX
12/20/2012 - 10/09/2015
SECURITIES AMERICA, INC. (BRIDGE CITY TX)
BOTH
Issued 05/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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