Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Serge? Claim Your ProfileSerge Pierre-louis is an investment advisor representative with MFS Institutional Advisors Inc., a firm that provides investment advisory services to a wide range of clients, including high-net-worth individuals, institutions, and pooled investment vehicles. Serge has been in the industry since 2006 and holds a variety of licenses and certifications, including Series 6, 7, 63, and 66. Serge has a strong track record of success in providing investment advice and portfolio management services to clients.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Transfer pricing arrangements with affiliates
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2
MA
10/15/2012 - Present
MFS Institutional Advisors Inc. (BOSTON MA)
MA
10/18/2010 - 08/21/2012
EDWARD JONES (ARLINGTON MA)
MA
11/22/2006 - 10/04/2010
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BOTH
Issued 10/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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