Unclaimed
Eireni Girgis is a financial advisor with Wells Fargo Advisors Financial Network, LLC. She has been in the industry since 2016 and holds Series 7, 6, 63, and 66 licenses. Eireni has previous experience with Citigroup Global Markets Inc., and Santander Securities LLC. She is registered in Florida and offers investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and 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.
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
10/16/2024 - Present
Wells Fargo Advisors Financial Network, LLC (CHATHAM NJ)
FL
02/09/2021 - 04/02/2024
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
NJ
04/13/2016 - 09/30/2020
SANTANDER SECURITIES LLC (SOMERVILLE NJ)
BOTH
Issued 06/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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