Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Sun is a financial advisor with Cantor Fitzgerald & Co. based in San Francisco, CA. Adam Sun has been in the industry since March 3, 2020 and is licensed to sell securities in California. Adam Sun has passed the Series 63, Series 79TO and SIE exams. Before joining Cantor Fitzgerald & Co., Adam Sun was with STIFEL, NICOLAUS & COMPANY, INCORPORATED.
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
CA
10/16/2023 - Present
Cantor Fitzgerald & Co. (San Francisco CA)
CA
02/28/2020 - 10/10/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (Foster City CA)
BC
Issued 02/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Adam Sun is the right advisor for you? Invested Better is here to help.
