Unclaimed
Elyse Pierre is a registered representative with PFS Investments Inc. and has been in the financial industry since 2011. Elyse holds Series 6 and Series 63 licenses, as well as the SIE exam. Elyse is currently registered in both New York and New Jersey and has previously worked for firms like TRANSAMERICA FINANCIAL ADVISORS, INC, NYLIFE SECURITIES LLC, and CITIGROUP GLOBAL MARKETS INC. Elyse is a financial professional with a strong track record of providing investment advice to 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.
1
2
NY
03/21/2022 - Present
PFS Investments Inc. (BELLEROSE NY)
NY
02/14/2020 - 02/03/2021
TRANSAMERICA FINANCIAL ADVISORS, INC (FLUSHING NY)
NY
01/24/2019 - 12/23/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (FLUSHING NY)
NY
04/11/2014 - 09/13/2018
NYLIFE SECURITIES LLC (LAKE SUCCESS NY)
NY
07/31/2013 - 12/31/2013
PFS INVESTMENTS INC. (ROSEDALE NY)
NY
10/08/2007 - 05/02/2011
CITIGROUP GLOBAL MARKETS INC. (BROOKLYN NY)
BC
Issued 08/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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