Unclaimed
Pierre Chery is a financial advisor with Wells Fargo Clearing Services, LLC. Pierre is registered with the state of New York. Pierre has been in the industry since February 18, 2016. Pierre holds the Series 66, SIE, and Series 7 licenses and has been registered with the firm since December 12, 2017. Prior to joining Wells Fargo, Pierre worked at Scottrade, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Investment consulting services to institutional clients
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.
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2
NY
10/26/2022 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
PA
12/12/2017 - 11/09/2020
WELLS FARGO CLEARING SERVICES, LLC (RADNOR PA)
PA
06/02/2017 - 12/12/2017
SCOTTRADE, INC. (WAYNE PA)
PA
09/21/2015 - 03/28/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)
BOTH
Issued 10/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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