Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid R. Pierce is a financial advisor with Osaic Institutions, Inc., based in Wilmington, North Carolina. David has been in the financial services industry since 2008. David has experience providing financial advice to a variety of clients, including individuals, corporations, and charitable organizations. David is licensed to offer securities and investment advisory services in North Carolina, South Carolina, Texas, and New York. David has also passed the Uniform Combined State Law Examination, the General Securities Representative Examination, and the Securities Industry Essentials Examination.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
NC
02/19/2013 - Present
Osaic Institutions, Inc. (WILMINGTON NC)
NC
03/26/2012 - 02/20/2013
LPL FINANCIAL LLC (WILMINGTON NC)
NC
05/10/2011 - 03/13/2012
BB&T INVESTMENT SERVICES, INC. (WILMINGTON NC)
NC
04/25/2008 - 05/04/2011
EDWARD JONES (WILMINGTON NC)
BOTH
Issued 05/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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