Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Adams is a financial advisor with Stifel, Nicolaus & Company, Inc. with over 17 years of experience in the financial services industry. Jeffery Adams has a Series 7, Series 31, and Series 66 license. Jeffery Adams is a registered investment advisor in Arizona, California, Florida, Illinois, Indiana, Massachusetts, Michigan, New Jersey, Tennessee, Texas, and Wisconsin.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
04/04/2023 - Present
Stifel, Nicolaus & Company, Inc. (SOUTHFIELD MI)
MI
01/23/2009 - 05/29/2020
WELLS FARGO CLEARING SERVICES, LLC (FARMINGTON HILLS MI)
MI
08/04/2006 - 01/28/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
NY
08/16/2005 - 05/24/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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