Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pierre? Claim Your ProfilePierre Louis Follari is a financial advisor with J.P. Morgan Securities LLC. Pierre has over 27 years of experience in the financial services industry. Pierre is registered with the state securities authorities in 37 states. Pierre also has a Series 7, Series 3, and Series 63 licenses. Pierre provides financial planning and investment advice to individuals, businesses, and institutions. Pierre is committed to providing his clients with personalized service and tailored financial solutions to meet their unique needs.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CO
11/13/2015 - Present
J.p. Morgan Securities LLC (Basalt CO)
NY
06/03/2002 - 02/11/2009
UBS INTERNATIONAL INC. (NEW YORK NY)
NY
08/27/2007 - 09/25/2007
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NJ
01/17/1997 - 06/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
06/02/1993 - 01/24/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1993
Series 3 - National Commodity Futures Examination
BC
Issued 06/01/1993
Series 7 - General Securities Representative 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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