Unclaimed
David Allen Pierce is a financial advisor with Apollon Wealth Management, LLC. David has been in the industry for over 20 years and has a variety of experience in financial planning, investment management, and insurance. David has a Series 6, 7, 63, and 65 licenses. David is committed to providing personalized financial advice to help clients achieve their financial goals. David specializes in working with high-net-worth individuals, families, and businesses. David has a strong track record of success and is dedicated to providing excellent customer service.
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.
Guidance on pension options to ensure a secure financial future.
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
SC
05/18/2023 - Present
Apollon Wealth Management, LLC (MOUNT PLEASANT SC)
GA
11/09/2015 - 10/03/2022
KALOS CAPITAL, INC. (Atlanta GA)
GA
08/23/2011 - 11/12/2015
TRIAD ADVISORS, INC. (SUWANEE GA)
GA
10/19/2009 - 08/26/2011
MML INVESTORS SERVICES, LLC (SUWANEE GA)
GA
11/20/2002 - 10/16/2009
ONEAMERICA SECURITIES, INC. (NORCROSS GA)
IA
Issued 11/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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