Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eliza? Claim Your ProfileEliza Forastieri-pitsikalis is a registered representative and investment advisor representative with Wedbush Securities Inc. Eliza has been in the financial services industry since February 25, 2011, and has experience with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Eliza is licensed to offer securities and advisory services in New Jersey. Eliza specializes in offering financial planning, portfolio management, pension consulting, and educational seminars for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
CA
03/21/2022 - Present
Wedbush Securities Inc. (LOS ANGELES CA)
NJ
03/12/2013 - 03/28/2022
UBS FINANCIAL SERVICES INC. (Weehawken NJ)
NY
07/08/2011 - 03/05/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
09/03/2010 - 01/18/2011
METLIFE SECURITIES INC. (SHORT HILLS NJ)
BOTH
Issued 10/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2020
Series 24 - General Securities Principal Examination
BC
Issued 12/24/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/27/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/16/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2016
Series 3 - National Commodity Futures Examination
BC
Issued 09/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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