Unclaimed
Brenda Nicole Pierce is a registered representative of Schwab Wealth Advisory, Inc. and has been in the financial services industry since February 12, 2017. Brenda Pierce holds the Series 63, Series 7 and SIE licenses. Brenda Pierce is registered to provide investment advice in Indiana and Texas.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
02/07/2025 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
BC
Issued 08/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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