Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam McCord is a financial professional with over 5 years of experience in the industry. Adam is currently registered with Moelis & Co. LLC, a firm based in Houston, TX. Adam previously worked with J.P. Morgan Securities LLC and has a Series 7, Series 63, Series 79, and SIE licenses. Adam holds a registration in Texas.
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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TX
07/02/2020 - Present
Moelis & Co. LLC (HOUSTON TX)
TX
06/12/2019 - 08/12/2019
MOELIS & COMPANY LLC (HOUSTON TX)
TX
11/26/2013 - 07/13/2018
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
BC
Issued 12/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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