Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Kessner is a financial advisor with Stonehaven, LLC. Adam has been in the securities industry since November 24, 2014. Adam holds a Series 63, Series 7 and SIE license. Adam is registered in 13 states, including California, Colorado, Connecticut, Delaware, Florida, Illinois, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Texas and Washington. Adam was previously employed by ALTERNATIVE ASSET INVESTMENT MANAGEMENT SECURITIES, LLC and SPEARHEAD CAPITAL, LLC.
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
NY
06/06/2019 - Present
Stonehaven, LLC (NEW YORK NY)
NJ
03/11/2016 - 05/22/2019
ALTERNATIVE ASSET INVESTMENT MANAGEMENT SECURITIES, LLC (ENGLEWOOD NJ)
NY
01/08/2015 - 12/16/2015
SPEARHEAD CAPITAL, LLC (Rye NY)
NY
07/14/2014 - 12/03/2014
STONEHAVEN, LLC (Tuckahoe NY)
BC
Issued 07/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Adam Kessner is the right advisor for you? Invested Better is here to help.
