Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Adam is a registered representative with Credit Suisse Securities (usa) LLC, based in New York, NY. David has been in the financial services industry since 2012 and has experience working with both Morgan Stanley & Co. LLC and Credit Suisse Securities (usa) LLC. David has passed three securities exams, including the Series 99, Series 99TO, and SIE. David specializes in portfolio management for 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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Transaction-based fee
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2
NY
12/17/2020 - Present
Credit Suisse Securities (usa) LLC (NEW YORK NY)
MD
04/25/2012 - 09/27/2013
MORGAN STANLEY & CO. LLC (BALTIMORE MD)
BC
Issued 12/17/2020
Series 99TO - Operations Professional Examination
BC
Issued 12/17/2020
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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