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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 Adams is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeffrey is a registered representative and investment advisor representative with the firm. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Jeffrey worked at VOYA FINANCIAL ADVISORS, INC. Jeffrey specializes in providing portfolio management for individuals and businesses, as well as pension consulting and educational seminars.
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.
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2
MI
07/15/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLOOMFIELD HILLS MI)
MI
08/22/2022 - 05/06/2024
VOYA FINANCIAL ADVISORS, INC. (BLOOMFIELD HILLS MI)
MI
04/10/2018 - 10/30/2020
WORLD CAPITAL BROKERAGE, INC. (Livonia MI)
MI
02/27/2017 - 12/11/2017
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
MI
08/15/2016 - 11/11/2016
SECURIAN FINANCIAL SERVICES, INC. (Southfield MI)
MI
05/10/2016 - 08/09/2016
FORESTERS EQUITY SERVICES, INC. (LIVONIA MI)
MI
11/22/2007 - 07/09/2008
METLIFE SECURITIES INC. (ANN ARBOR MI)
IA
Issued 09/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2016
Series 6 - Investment Company Products/Variable Contracts 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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