Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Martin Majlis is a financial advisor registered with Stifel, Nicolaus & Company, Inc. in New York and Connecticut. Adrian has been in the financial industry since 2010 and has experience at Raymond James & Associates, Inc., Deutsche Bank Securities Inc., and Barclays Capital Inc. Adrian holds the Series 3, Series 7, Series 63, and Series 65 licenses. Adrian also holds the Chartered Financial Analyst designation. Adrian specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles.
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
NY
07/10/2023 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
09/06/2016 - 07/21/2023
RAYMOND JAMES & ASSOCIATES, INC. (New York NY)
NY
06/02/2014 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
09/23/2010 - 06/13/2014
BARCLAYS CAPITAL INC. (NEW YORK NY)
IA
Issued 04/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2012
Series 3 - National Commodity Futures Examination
BC
Issued 09/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Adrian Majlis is the right advisor for you? Invested Better is here to help.
