Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Land Pearce is an investment advisor representative with The Strategic Financial Alliance, Inc. Joe has been in the industry since 1998. Joe is registered with the state of North Carolina and other states and currently holds the Series 7, Series 63 and Series 65 licenses. In addition to being registered as an investment advisor representative, Joe is also registered as a registered representative with FINRA. Joe offers financial planning services to individuals, corporations and other businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NC
01/05/2006 - Present
THE Strategic Financial Alliance, Inc. (WILMINGTON NC)
NC
06/12/1998 - 12/07/2005
AMERIPRISE FINANCIAL SERVICES, INC. (WILMINGTON NC)
MN
06/12/1998 - 12/07/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/17/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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