Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Pierce has been an active investment advisor for over 30 years. George is registered with Invest Inc. and offers portfolio management for individuals and businesses, as well as financial planning services. George Pierce is also a certified public accountant and has experience with individual and business tax preparation.
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.
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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KY
12/12/2024 - Present
Invest Inc. (LEXINGTON KY)
NA
06/25/1986 - 03/26/1988
PRUDENTIAL-BACHE SECURITIES INC.
BC
Issued 07/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1986
Series 3 - National Commodity Futures Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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