Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Geller is a financial professional with over 9 years of experience in the investment banking industry. Adam currently works at PCE Investment Bankers, Inc. in Ridgewood, NJ. Adam holds the Series 7, 79, 79TO and SIE licenses and has previously worked at Mizuho Securities USA LLC, Lampert Capital Markets Inc., and Citigroup Global Markets Inc.
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
NJ
01/13/2023 - Present
PCE Investment Bankers, Inc. (Ridgewood NJ)
NY
09/06/2017 - 03/26/2019
MIZUHO SECURITIES USA LLC (NEW YORK NY)
NY
03/30/2017 - 08/18/2017
LAMPERT CAPITAL MARKETS INC. (NEW YORK NY)
NY
08/12/2013 - 07/07/2016
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 08/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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