Unclaimed
Myra Creasy Pierotti is a financial advisor registered in Tennessee, where she has been active in the industry since 2013. Myra is currently employed by Raymond James & Associates, Inc., where she has been working since June 2017. Prior to joining Raymond James, Myra was affiliated with Wunderlich Securities, Inc. and Duncan-Williams, Inc. Myra is licensed in Tennessee and holds Series 7, 63 and 66 securities licenses. Myra specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
Please see note in schedule d - miscellaneous
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
TN
06/15/2017 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
01/28/2014 - 06/12/2017
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
TN
01/24/2013 - 12/18/2013
DUNCAN-WILLIAMS, INC. (MEMPHIS (SHELBY) TN)
TN
08/08/2012 - 09/18/2012
CARTY & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 08/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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