Unclaimed
Anthony L Pierson is a financial advisor registered with Fidelity Personal And Workplace Advisors. Anthony Pierson is a broker-dealer with a Series 7, Series 6, and Series 63 registration and an investment advisor representative with a Series 66 registration. Anthony L Pierson has been in the financial services industry since October 7, 2008. Prior to joining Fidelity Personal And Workplace Advisors, Anthony Pierson worked at FIDELITY BROKERAGE SERVICES LLC. Anthony L Pierson's current branch office location is in COVINGTON, Kentucky.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KY
01/17/2019 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
KY
06/06/2008 - 05/08/2018
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 02/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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