Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pierfrancesco? Claim Your ProfilePierfrancesco Servidio is an investment advisor representative with Jefferies Investment Advisers LLC, and has been in the industry since May 2019. Pierfrancesco is registered with the state of New York and holds Series 7TO, Series 52TO, Series 63, Series 66, and SIE licenses. Pierfrancesco previously worked at XP INVESTMENTS US, LLC. Pierfrancesco provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
09/18/2023 - Present
Jefferies Investment Advisers LLC (NEW YORK NY)
NA
03/21/2019 - 03/09/2022
XP INVESTMENTS US, LLC (Sao Paulo )
BOTH
Issued 08/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 03/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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