Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Evans Pierre is a financial advisor registered with Charles Schwab & CO., Inc. in Fort Lauderdale, FL. Guy has been in the financial services industry for over 20 years and has extensive experience providing financial planning and investment advice to a wide range of clients. Guy has previously been affiliated with TD AMERITRADE, INC., VALIC FINANCIAL ADVISORS, INC., PNC INVESTMENTS, LPL FINANCIAL CORPORATION, PRIMEVEST FINANCIAL SERVICES, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, CITICORP INVESTMENT SERVICES, WM FINANCIAL SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Guy holds the Series 63, Series 65, Series 7, and SIE licenses.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
04/18/2022 - Present
Charles Schwab & CO., Inc. (Fort Lauderdale FL)
FL
03/02/2016 - 07/29/2024
TD AMERITRADE, INC. (Fort Lauderdale FL)
FL
04/26/2012 - 02/18/2016
VALIC FINANCIAL ADVISORS, INC. (BOCA RATON FL)
FL
04/21/2010 - 04/19/2012
PNC INVESTMENTS (FORT LAUDERDALE FL)
FL
01/15/2010 - 02/12/2010
LPL FINANCIAL CORPORATION (FORT LAUDERDALE FL)
FL
01/23/2008 - 01/19/2010
PRIMEVEST FINANCIAL SERVICES, INC. (NORTH MIAMI BEACH FL)
FL
10/20/2005 - 01/15/2008
METLIFE SECURITIES INC. (PLANTATION FL)
FL
10/20/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PLANTATION FL)
NY
09/03/2003 - 10/21/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
03/21/2001 - 08/21/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
08/07/2000 - 02/27/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/07/2000 - 02/27/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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