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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Adamson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeffrey has over 38 years of experience in the financial services industry and is registered to offer securities in 35 states. Jeffrey holds the Series 7, 55, 63, 66 and SIE licenses. He is also a Certified Financial Planner. Jeffrey specializes in offering a variety of services to individuals and businesses, including portfolio management, financial planning, and pension consulting. Jeffrey is committed to providing his clients with the highest quality of service and helping them 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MN
06/02/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WAYZATA MN)
MN
07/19/2006 - 01/27/2009
UBS FINANCIAL SERVICES INC. (WAYZATA MN)
MN
12/19/1984 - 02/23/2006
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
BOTH
Issued 08/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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