Adam Saffar

Vice President Commercial Banking at First Secure Bank & Trust
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Contact Information
us****@****om
(386) 825-5501
Location
Orland Park, Illinois, United States, US

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Bio

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Credentials

  • Series 66
    FINRA
    Feb, 2021
    - Nov, 2024
  • Series 63
    FINRA
    May, 2013
    - Nov, 2024
  • Series 7
    FINRA
    Nov, 2011
    - Nov, 2024
  • Accredited Portfolio Management Advisor℠ or APMA® Professional Designation
    College for Financial Planning
    Mar, 2021
    - Nov, 2024

Experience

  • First Secure Bank & Trust
    • United States
    • Banking
    • 1 - 100 Employee
    • Vice President Commercial Banking
      • Jun 2021 - Present

      Commercial & Residential Lending with Cash Management Services Commercial & Residential Lending with Cash Management Services

  • Ameriprise Financial Services, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Nov 2020 - Present

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Banker
      • Jul 2014 - Nov 2020

    • Internal Sales Associate
      • Apr 2011 - Nov 2020

    • Loan Officer
      • Jan 2006 - Apr 2011

  • Morgan Stanley Private Bank
    • 2211 York rd Oak Brook, IL
    • Vice President private banker
      • Apr 2013 - Nov 2020

Education

  • Northern Illinois University
    1996 - 2001

Community

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