Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amerissa? Claim Your ProfileAmerissa Eckloff is a financial advisor with Wells Fargo Clearing Services, LLC, and has been in the industry since 1996. Amerissa is registered with FINRA and is licensed to offer investment advice in several states. Amerissa has experience working at other firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Oppenheimer & Co. Inc., Wien Securities Corp., Schwab Capital Markets L.P., National Financial Services Corporation, and Ryan, Beck & Co. Amerissa holds several securities licenses, including Series 7, Series 9, Series 10, Series 55, Series 63, and Series 66.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
NJ
03/22/2019 - Present
Wells Fargo Clearing Services, LLC (SHORT HILLS NJ)
NJ
07/08/2011 - 04/11/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NJ
06/21/2005 - 07/18/2011
UBS FINANCIAL SERVICES INC. (BEDMINSTER NJ)
NY
07/31/2003 - 01/19/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
NJ
01/09/2003 - 04/02/2003
WIEN SECURITIES CORP. (JERSEY CITY NJ)
CT
12/24/1997 - 12/20/2002
SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)
MA
04/29/1997 - 11/18/1997
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
NJ
07/07/1994 - 09/10/1996
RYAN, BECK & CO. (FLORHAM PARK NJ)
BOTH
Issued 02/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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