Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Eralte is a financial professional with over 25 years of experience in the industry. Alexis is registered with PFS Investments Inc. Alexis is currently located in New York City, New York, and has been registered with PFS Investments Inc. since December 26, 2013. Prior to this, Alexis was located in Saddle Brook, New Jersey. Alexis specializes in providing portfolio management services for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
12/26/2013 - Present
PFS Investments Inc. (NEW YORK CITY NY)
NJ
01/15/2013 - 12/26/2013
PFS INVESTMENTS INC. (SADDLE BROOK NJ)
NJ
07/10/1996 - 12/31/2012
PFS INVESTMENTS INC. (SADDLE BROOK NJ)
BC
Issued 04/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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