Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merritt? Claim Your ProfileMerritt Gelfand Claude is a financial advisor with PFS Investments Inc. located in Rockville Centre, NY. Merritt Gelfand Claude has been a financial advisor since 1997 and has been registered with PFS Investments Inc. since 2017. Merritt Gelfand Claude holds the Series 6 and Series 63 securities licenses. Merritt Gelfand Claude's previous roles include positions at PFS Investments Inc. in Baldwin, NY, Freeport, NY and Westbury, NY.
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
08/10/2017 - Present
PFS Investments Inc. (ROCKVILLE CENTER NY)
NY
04/04/2011 - 05/31/2016
PFS INVESTMENTS INC. (BALDWIN NY)
NY
01/20/2010 - 12/31/2010
PFS INVESTMENTS INC. (FREEPORT NY)
NY
02/15/1996 - 12/31/2009
PFS INVESTMENTS INC. (WESTBURY NY)
BC
Issued 05/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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