Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Stanley Pearce is a financial advisor who has been working in the industry since 1985. Brian holds the Series 3, 7, 24, 63 and 65 licenses. Brian is currently registered with Amerity Wealth Management, LLC and Amerity Financial. Brian is actively serving clients in Florida and has experience providing financial advice to individuals and high-net-worth individuals. Previously, Brian has worked at a number of other firms including World Equity Group, Inc., Taylor Capital Management Inc., FSC Securities Corporation and Securities Service Network, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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
FL
06/09/2023 - Present
Amerity Wealth Management, LLC (Winter Haven FL)
FL
06/20/2019 - 05/11/2021
WORLD EQUITY GROUP, INC. (Winter Haven FL)
FL
08/02/2018 - 06/20/2019
TAYLOR CAPITAL MANAGEMENT INC. (Winter Haven FL)
FL
11/07/2012 - 08/03/2018
FSC SECURITIES CORPORATION (WINTER HAVEN FL)
FL
04/27/1998 - 11/07/2012
SECURITIES SERVICE NETWORK, INC. (WINTER HAVEN FL)
IA
01/07/1993 - 03/19/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IA
02/21/1991 - 01/07/1993
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
FL
08/29/1988 - 01/14/1991
ALLEN & COMPANY OF FLORIDA, INC. (LAKELAND FL)
NA
05/14/1988 - 08/29/1988
SHEARSON LEHMAN HUTTON INC.
NA
01/23/1985 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 08/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1987
Series 3 - National Commodity Futures Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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