Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Voytelmgum is a financial professional with over 20 years of experience in the industry. Adrian has a broad range of experience, having worked with multiple firms including Equitable Advisors, LLC, AXA Advisors, LLC, Northwestern Mutual Investment Services, LLC and Aegis Capital Corp. Adrian is currently registered with MML Investors Services, LLC. Adrian offers financial planning, portfolio management, pension consulting, and educational seminars to individuals, corporations, and businesses. Adrian is licensed to provide services in all 50 states and holds a Series 7, Series 24, Series 52TO, Series 53, Series 66, and Series 82TO license. Adrian is also registered with FINRA.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
09/17/2024 - Present
MML Investors Services, LLC (VALLEY STREAM NY)
NY
05/22/2023 - 05/30/2024
AEGIS CAPITAL CORP. (MELVILLE NY)
WI
11/09/2022 - 04/14/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
NY
06/23/2009 - 08/12/2022
EQUITABLE ADVISORS, LLC (WOODBURY NY)
NJ
05/29/2007 - 04/17/2009
PERSHING ADVISOR SOLUTIONS LLC (JERSEY CITY NJ)
NY
02/21/2001 - 05/18/2007
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 03/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2008
Series 4 - Registered Options Principal Examination
BC
Issued 06/13/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/27/2002
Series 24 - General Securities Principal Examination
BC
Issued 05/22/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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