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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lawrence Pierce is a financial advisor registered with Annex Wealth Management, LLC and has been working in the industry since December 2012. Jeffrey is a Series 66 and Series 7 licensed advisor specializing in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jeffrey also holds a Series SIE license. Before joining Annex Wealth Management, LLC, Jeffrey worked with DFA Securities LLC, WIPFLI Financial Advisors, LLC, Creative Planning, LLC and The Mather Group. Jeffrey has experience providing a wide range of financial planning services, including portfolio management for individuals and businesses, educational seminars, and consultation for a fee.
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.
Consultation for a fee
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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WI
06/25/2024 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
TX
12/04/2012 - 02/08/2019
DFA SECURITIES LLC (AUSTIN TX)
BOTH
Issued 04/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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