Nerissa Hanley (CRD# 2828951) is an Investment Advisor Representative working at Primerica Advisors in Fort Plain, NY and has over 27 years of experience in the finance industry.
CRD# 1974671
Cetera Investment Advisers LLC
CRD# 4546264
Cadaret Grant & Co Inc.
CRD# 2070157
United Planners' Financial Services Of America A Limited Partner
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Houghtailing And Smith Funeral Home | Canajoharie, NY | Sep 2014 - Current | 9 |
| Pfs Investments Inc. | Fort Plain, NY | Oct 1996 - Current | 27 |
| Primerica Financial Services | Fort Plain, NY | Jun 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1997 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2011 |
- NY
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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