Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alonzo? Claim Your ProfileAlonzo Jerome Adams is a financial advisor with Fidelity Personal And Workplace Advisors. Alonzo Adams is licensed in 53 states and has over 10 years of experience in the financial services industry. Alonzo Adams specializes in providing financial planning, portfolio management and educational seminars. Alonzo Adams has worked at several firms including HSBC Securities (USA) Inc., Citigroup Global Markets Inc., and J.P. Morgan Securities LLC. Alonzo Adams is dedicated to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MO
07/07/2022 - Present
Fidelity Personal AND Workplace Advisors (CLAYTON MO)
NY
07/29/2016 - 11/27/2018
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
08/07/2014 - 07/15/2016
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/01/2012 - 07/17/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/21/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
11/08/2010 - 06/17/2011
FORDHAM FINANCIAL MANAGEMENT, INC. (NEW YORK NY)
IA
Issued 07/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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