AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
PC

Pierre Bruno Choisnard

CRD# 46059·Registered 1966 - 2015
Previously Registered: Being a previously registered professional could mean that Pierre is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Pierre Bruno Choisnard was a registered financial advisor. Pierre was a previously registered financial professional and started their career in finance 1966 - 2015. Pierre had worked at 18 firms and has passed the Series 65, Series 63, SIE, Series 1, Series 53, Series 27, Series 24 and Series 4 exams.

At a Glance

—

Fiduciary Standard

—

Fee Structure

—

Account Minimum

—

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Contact Information

No current employment

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Years of Experience

60 years in the financial services industry

Current & Past Employments

Past

FIRST INDEPENDENT ADVISORY SERVICES, INC.Past·CRD# 132678
RIA
Tulsa, OK
March 31, 2010 - October 28, 2015
FIRST INDEPENDENT FINANCIAL SERVICES, INC.Past·CRD# 128904
BD
Tulsa, OK
March 31, 2010 - October 28, 2015
NEXT FINANCIAL GROUP, INC.Past·CRD# 46214
BD
Oklahoma City, OK
June 10, 2009 - March 24, 2010
NEXT FINANCIAL GROUP, INC.Past·CRD# 46214
RIA
Oklahoma City, OK
June 4, 2009 - March 24, 2010
WILBANKS SECURITIES ADVISORYPast·CRD# 118304
RIA
Tulsa, OK
April 13, 2001 - August 17, 2007
WILBANKS SECURITIES, INC.Past·CRD# 40673
BD
Tulsa, OK
March 22, 2001 - August 17, 2007
ALLSTATE FINANCIAL SERVICES, LLCPast·CRD# 18272
BD
Lincoln, NE
January 16, 2001 - April 24, 2001
SIGNATOR INVESTORS, INC.Past·CRD# 468
BD
Boston, MA
June 17, 1999 - November 28, 2000
MONY SECURITIES CORPORATIONPast·CRD# 4386
BD
New York, NY
March 30, 1995 - April 16, 1999
PATTERSON ICENOGLE, INC.Past·CRD# 15652
BD
May 27, 1994 - November 30, 1994
METROPOLITAN LIFE INSURANCE COMPANYPast·CRD# 4095
BD
New York, NY
May 26, 1987 - May 23, 1994
MSI FINANCIAL SERVICES, INC.Past·CRD# 14251
BD
Springfield, MA
May 26, 1987 - May 23, 1994
RIVIERE SECURITIES CORPORATIONPast·CRD# 715
BD
October 16, 1985 - February 19, 1986
DOMIK CORP.Past·CRD# 223
BD
June 26, 1985 - February 5, 1986
ESI SECURITIES, INC.Past·CRD# 7905
BD
February 28, 1985 - June 19, 1985
REHOBOTH SECURITIES, INC.Past·CRD# 13012
BD
December 7, 1983 - January 18, 1985
RAUSCHER PIERCE REFSNES, INC.Past·CRD# 6663
BD
June 4, 1981 - October 12, 1982
PRUDENTIAL EQUITY GROUP, LLCPast·CRD# 7471
BD
December 8, 1977 - December 6, 1979
E. F. HUTTON & COMPANY INCPast·CRD# 235
BD
September 6, 1966 - January 21, 1978

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Current Firm

FI
FIRST INDEPENDENT ADVISORY SERVICES, INC.

CHESTNUT STREET ADVISORS | FIRST INDEPENDENT ADVISORY SERVICES, INC.

CRD#: 132678

Contact Information

Main Address

6660 S. Sheridan Rd. Suite 260, Tulsa, OK 74133-1766

Documents

Latest Form ADV

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1981About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2015About the SIE exam

Series 1 — Registered Representative Examination

Passed Sep 1966

Series 53 — Municipal Securities Principal Examination

Passed Jan 1984About the Series 53 exam

Series 27 — Financial and Operations Principal Examination

Passed Dec 1982About the Series 27 exam

Series 24 — General Securities Principal Examination

Passed Sep 1981About the Series 24 exam

Series 4 — Registered Options Principal Examination

Passed Sep 1981About the Series 4 exam

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#