Unclaimed
Nerissa Hanley is a financial advisor who has been in the industry since May 1997. Nerissa is registered with PFS Investments Inc. in Fort Plain, NY. Nerissa is also registered with the state of New York as an investment advisor. Nerissa Hanley has experience in providing financial advice to individuals, corporations, and charitable organizations. Nerissa Hanley provides investment-related services to clients of PFS Investments Inc., including portfolio management for 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.
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2
NY
08/03/2021 - Present
PFS Investments Inc. (FORT PLAIN NY)
IA
Issued 04/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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