Unclaimed
George Pierce is a financial advisor with over 10 years of experience in the industry. George is currently registered with LPL Financial LLC, a large independent broker-dealer. George has been with LPL Financial since September 2016. Prior to joining LPL Financial, George was a registered representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated. George is registered as a Registered Representative and Investment Advisor Representative in the state of Nevada and holds the Series 7, 24, and 66 licenses. George specializes in providing financial planning services, portfolio management, and educational seminars. George has worked with a variety of clients including high net worth individuals, individuals other than high-net-worth, corporations, and charitable organizations. George is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NV
09/14/2016 - Present
LPL Financial LLC (LAS VEGAS NV)
NV
10/05/2013 - 09/12/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)
BOTH
Issued 11/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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