Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannie? Claim Your ProfileJeannie Adams is a financial advisor with over 27 years of experience in the industry. Jeannie has held various positions at several prominent firms including Morgan Stanley, Barclays Capital Inc., and UBS Financial Services Inc. Currently, Jeannie is registered with Insigneo Advisory Services, LLC as a Registered Representative and Investment Advisor Representative. Jeannie holds a Series 3, Series 7 and Series 63 license and a SIE certification. Jeannie has experience in providing financial advice to individuals, businesses, and investment companies.
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.
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.
Consolidation of financial reports and consulting services
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.
Rebates/trailer fees
1
2
FL
01/16/2025 - Present
Insigneo Advisory Services, LLC (Davie FL)
FL
11/15/2013 - 08/02/2024
MORGAN STANLEY (Miami FL)
FL
09/28/2012 - 12/06/2013
BARCLAYS CAPITAL INC. (MIAMI FL)
FL
01/01/2010 - 10/08/2012
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
06/01/2007 - 01/01/2010
UBS INTERNATIONAL INC. (MIAMI FL)
FL
07/01/2003 - 06/12/2007
WACHOVIA SECURITIES, LLC (MIAMI FL)
NY
08/01/1995 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/11/1995 - 08/09/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 07/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1995
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeannie Adams is the right advisor for you? Invested Better is here to help.
