Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heath? Claim Your ProfileHeath Elliott Pierce is an investment advisor representative with First Horizon Advisors, Inc. based in Winston Salem, North Carolina. Heath has been in the industry since March 2003. Heath is registered to provide investment advice in North Carolina, Florida, and Virginia. Heath also holds licenses in Series 7, Series 63, and Series 66. Heath has experience working with individuals, corporations, and other businesses, as well as institutions such as insurance companies, charitable organizations, and pension and profit sharing plans. Heath has a broad background in financial planning, portfolio management, and investment advisory services.
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.
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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NC
08/12/2020 - Present
First Horizon Advisors, Inc. (Winston Salem NC)
NC
02/26/2019 - 07/28/2020
FIRST CITIZENS INVESTOR SERVICES, INC. (WILMINGTON NC)
NC
11/16/2018 - 02/25/2019
PRUCO SECURITIES, LLC. (Wilmington NC)
NC
05/11/2018 - 07/05/2018
SUNTRUST INVESTMENT SERVICES, INC. (WILMINGTON NC)
NC
02/09/2011 - 03/05/2018
SUNTRUST INVESTMENT SERVICES, INC. (WILMINGTON NC)
NC
08/22/2007 - 09/02/2009
FIDELITY BROKERAGE SERVICES LLC (CARY NC)
NC
04/21/2005 - 07/11/2007
CUNA BROKERAGE SERVICES, INC. (RALEIGH NC)
MO
06/15/2002 - 02/28/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
06/13/2002 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
MO
10/01/2000 - 04/16/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
07/25/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
GA
08/21/1998 - 06/10/1999
PARAGON FINANCIAL GROUP, INCORPORATED (MARIETTA GA)
BOTH
Issued 05/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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