Unclaimed
Gregory Adamczyk is a financial advisor with J.P. Morgan Securities LLC. Gregory has been in the industry since 2009 and holds Series 7, 63, and 65 licenses. Gregory has worked for several firms in the past, including Oppenheimer & Co. Inc., PNC Investments, Securities America, Inc., Dalton Strategic Investment Services Inc., and Haas Financial Products, Inc. Gregory is registered in several states, including Michigan, Texas, and Wisconsin. Gregory specializes in working with high-net-worth individuals, corporations, and charitable organizations. Gregory has experience in financial planning, pension consulting, and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MI
08/16/2022 - Present
J.p. Morgan Securities LLC (HARTLAND MI)
MI
02/01/2016 - 03/01/2017
OPPENHEIMER & CO. INC. (STERLING HEIGHTS MI)
MI
08/25/2014 - 02/01/2016
PNC INVESTMENTS (BRIGHTON MI)
MI
07/11/2014 - 09/04/2014
SECURITIES AMERICA, INC. (SOUTHFIELD MI)
IN
01/31/2011 - 08/13/2014
DALTON STRATEGIC INVESTMENT SERVICES INC. (KNIGHTSTOWN IN)
MI
11/20/2008 - 12/31/2010
HAAS FINANCIAL PRODUCTS, INC. (SOUTHFIELD MI)
IA
Issued 10/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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