Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Underhill is a financial advisor at Edward Jones. Adam has over 15 years of experience in the financial services industry. Adam is registered with the Securities and Exchange Commission (SEC) and is a Certified Financial Planner. Adam provides financial planning services to individuals, families, and businesses. Adam is also registered with the state of Texas as an Investment Advisor Representative.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IL
02/14/2019 - Present
Edward Jones (SHOREWOOD IL)
CA
09/23/2009 - 01/08/2010
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IL
05/29/2007 - 07/14/2008
CITIGROUP GLOBAL MARKETS INC. (BROOKFIELD IL)
IL
11/18/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (BROOKFIELD IL)
CA
05/28/2004 - 11/04/2004
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
CA
10/13/2003 - 06/01/2004
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
BOTH
Issued 06/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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