Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Blackwood is a financial advisor with over 30 years of experience in the industry. Adam is registered with Wells Fargo Clearing Services, LLC and holds Series 3, 7, 31, and 63 licenses as well as the SIE and Series 65. He has a background in the industry working with Morgan Stanley & Co., Incorporated, BANC OF AMERICA SECURITIES LLC, J.P. MORGAN SECURITIES INC., and LEHMAN BROTHERS INC. Adam specializes in providing investment consulting services to institutional clients. His expertise includes financial planning, pension consulting, and selection of other advisers. Adam is committed to providing clients with personalized advice and strategies to help them achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
01/28/2008 - Present
Wells Fargo Clearing Services, LLC (SUMMIT NJ)
NY
11/14/2005 - 11/13/2007
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
07/14/2003 - 03/24/2005
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
05/01/2001 - 05/05/2003
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
11/08/1991 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
11/18/1986 - 11/15/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 01/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/1986
Series 3 - National Commodity Futures Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Adam Blackwood is the right advisor for you? Invested Better is here to help.
