Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

0 Disclosures

ADVISOR BIO

Adem Abate is a Registered Representative with Corient. Adem is licensed in CA and holds the Series 63 and Series 65 licenses. Adem has been in the financial industry since July 2019. Prior to joining Corient, Adem was employed by several other firms, including AXA Advisors, LLC, JP MORGAN CHASE BANK, JP MORGAN SECURITIES LLC, UBS, Penserra Securities and Corient Services LLC. Adem's specialties include providing financial planning services, market timing services, and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed
location

Los Angeles, CA

0 Disclosures

ADVISOR BIO

Aderemi Adeyemo is an investment advisor representative with Mariner Wealth, and Mariner Independent, both located in Los Angeles, CA. Aderemi is licensed in California and holds Series 7, 63 and 65 licenses. Aderemi has worked in the financial services industry since 2015. Prior to joining Mariner Wealth, Aderemi worked as a financial advisor at Sanford C. Bernstein & Co., LLC, in San Diego, CA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Hsbc Securities (usa) Inc.

location

NEW YORK, NY

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Aderonke Ayangbesan is a registered representative with HSBC Securities (USA) Inc. Aderonke has been in the securities industry since December 2009. Aderonke has a background in banking and has worked with HSBC Bank USA, N.A. in various roles. Currently, Aderonke is a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities (USA) Inc. In this dual role, Aderonke also engages in the sale of bank related products and services. Aderonke holds Series 6, 7TO, 63 and 66 licenses, as well as the Securities Industry Essentials Examination (SIE).

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
PROVIDE ASSET ALLOC RECOMMENDATIONS & BASED UPON SUCH RECOMMENDATIONS 3RD PARTY ADV TO MANAGE ASSETS PURSUANT TO CLIENT APPROVAL
Portfolio Management for Pooled Investment Vehicles
Unclaimed

BOK Financial Securities, Inc.

location

Stamford, CT

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Adil Kassam is a financial professional with over 15 years of experience in the industry. Adil is currently registered with BOK Financial Securities, Inc., a firm with over 150 investment adviser representatives. Adil specializes in a range of investment services for individual and institutional clients, including portfolio management, financial planning, and educational seminars. Prior to joining BOK Financial Securities, Inc., Adil worked at BARCLAYS CAPITAL INC. Adil is licensed to provide securities advice in Connecticut.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FURNISHES ADVICE ABOUT SECURITIES IN ANY MANNER NOT DESCRIBED ABOVE.
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

SUGARLAND, TX

0 Disclosures

ADVISOR BIO

Adil Noorallah MacKwani is an investment advisor representative with M&A Wealth. Adil has been working in the financial services industry since 2016 and holds a Series 6, Series 63, and Series 65 license. Adil has worked with previous firms like PARK AVENUE SECURITIES LLC and FORESTERS FINANCIAL SERVICES, INC. Adil is registered in Georgia and Texas. Adil specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Strategic Advisers LLC | CFA ® (Certifications)

location

BOSTON, MA

0 Disclosures

ADVISOR BIO

Adil Diouri is a registered investment advisor representative with Strategic Advisers LLC. Adil is registered with the state of Massachusetts. Adil is a Chartered Financial Analyst. Adil has been in the industry since at least October 1998.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PROVIDER OF MODEL PORTFOLIOS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Pacific Income Advisers Inc.

location

EL SEGUNDO, CA

0 Disclosures

ADVISOR BIO

Adilberto Torres is an investment advisor representative with Pacific Income Advisers Inc. in El Segundo, California. Adilberto has been in the securities industry since 1991 and has been with Pacific Income Advisers Inc. since December 2003. Adilberto is registered with the state of California and Colorado. Adilberto specializes in providing portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles. Adilberto also holds the Series 7, 63, and 65 licenses.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

NEW YORK, NY

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Adina Pusterla is a financial advisor registered with RBC Capital Markets, LLC and has been in the industry since September 15, 2014. Adina has a Series 63, Series 7 and SIE license. Adina has a strong track record of working with a range of clients, including individuals, businesses, and institutions. Adina is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

ST. LOUIS, MO

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Adis Beganovic is a financial advisor who is currently registered with Stifel, Nicolaus & Company, Inc. Adis has been in the financial services industry since 2021 and is licensed to provide securities-related services in Missouri. Previously, Adis Beganovic was employed by TD Ameritrade, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Aditi Singh is a registered representative with Goldman Sachs & Co. LLC. Aditi holds a Series 7TO, Series 63 and SIE licenses and has been registered with FINRA since November 27, 2020.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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