Unclaimed
Serge Olivier Canizares is a financial professional with over 20 years of experience in the securities industry. Serge has been with Bernstein Institutional Services LLC since March 2024 and is a registered representative of the firm. Serge has also held positions at SG Americas Securities, LLC and Jefferies & Company, Inc.. Serge is a licensed securities trader and holds the Series 3, 7, 55, 57TO and SIE licenses. Serge specializes in providing investment advice and portfolio management services to institutional clients, including corporations, investment companies, and pension funds.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NY
03/22/2024 - Present
Bernstein Institutional Services LLC (NEW YORK NY)
NY
06/02/2009 - 04/09/2024
SG AMERICAS SECURITIES, LLC (NEW YORK NY)
NY
05/26/2004 - 05/20/2009
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
12/19/2006 - 05/06/2009
JEFFERIES EXECUTION SERVICES, INC. (NEW YORK NY)
BC
Issued 06/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2010
Series 3 - National Commodity Futures Examination
BC
Issued 07/06/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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