Unclaimed
Pearlyn Manieri is a registered investment advisor representative associated with Najarian Family Office, LLC. Pearlyn has been in the industry since 2004 and holds both Series 63 and Series 65 licenses. Pearlyn is currently registered with the following states: California, Colorado, Florida, Illinois, New Jersey, New York, South Carolina, Texas, and Virginia. Pearlyn offers financial planning services, selection of other advisors, and portfolio management 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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
03/24/2021 - Present
Najarian Family Office, LLC (CHICAGO IL)
NY
08/24/2020 - 04/08/2023
VYGR DIGITAL SECURITIES, LLC (NEW YORK NY)
NY
05/21/2018 - 09/12/2018
GLACIER POINT CAPITAL LLC (NEW YORK NY)
NY
01/26/2017 - 02/02/2018
GLACIER POINT CAPITAL LLC (NEW YORK NY)
IL
04/17/2008 - 01/30/2015
TRADE MONSTER (CHICAGO IL)
IL
05/11/2006 - 07/03/2007
E*TRADE SECURITIES LLC (CHICAGO IL)
NJ
02/02/2004 - 05/11/2006
E*TRADE CLEARING LLC (JERSEY CITY NJ)
IA
Issued 01/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 07/14/2005
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 06/21/2022
Series 3 - National Commodity Futures Examination
BC
Issued 09/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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