Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Melinger is a financial advisor with Stifel, Nicolaus & Company, Inc. Adam is also affiliated with Stifel Independent Advisors, LLC. Adam has over 29 years of experience in the financial services industry. Adam is registered to provide investment advice in Missouri. Adam holds the following licenses: Series 3, Series 4, Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 55, Series 57TO, Series 63 and Series 66. Adam specializes in portfolio management for businesses and individuals, financial planning, pension consulting and selection of other advisers.
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.
1
2
MO
07/29/2019 - Present
Stifel, Nicolaus & Company, Inc. (ST LOUIS MO)
MO
04/30/2018 - 07/23/2019
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
02/12/2009 - 04/04/2018
SCOTTRADE, INC. (ST. LOUIS MO)
MO
01/01/2008 - 02/10/2009
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
07/18/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
02/24/2005 - 07/11/2007
SCHONFELD SECURITIES, LLC (NEW YORK NY)
NY
05/20/2004 - 02/17/2005
WALL STREET ACCESS (NEW YORK NY)
MI
03/17/2003 - 05/07/2004
ISRAEL A. ENGLANDER & CO., INC. (BIRMINGHAM MI)
NY
08/02/1996 - 12/04/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/09/1993 - 06/28/1996
WALL STREET INVESTOR SERVICES (NEW YORK NY)
BOTH
Issued 07/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/11/2010
Series 24 - General Securities Principal Examination
BC
Issued 02/17/1994
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2018
Series 3 - National Commodity Futures Examination
BC
Issued 08/07/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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