Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joey? Claim Your ProfileJoey Jon Pierce is a financial advisor with over 39 years of experience in the financial services industry. Joey is currently registered with Osaic Wealth, Inc. and is located in Levelland, TX. Joey has a broad range of experience in the financial services industry and specializes in providing financial planning, pension consulting, educational seminars and selection of other advisors. Joey has held previous positions with FSC Securities Corporation, Chase Investment Services Corp. and National Planning Corporation. Joey has a strong track record of helping clients reach their financial goals and is committed to providing personalized service.
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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2
TX
11/03/2023 - Present
Osaic Wealth, Inc. (LEVELLAND TX)
TX
06/08/2011 - 11/03/2023
FSC SECURITIES CORPORATION (LEVELLAND TX)
TX
05/08/2008 - 06/08/2011
CHASE INVESTMENT SERVICES CORP. (LEVELLAND TX)
TX
01/27/2006 - 05/01/2008
CHASE INVESTMENT SERVICES CORP. (LEVELLAND TX)
CA
02/03/2000 - 01/03/2006
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
01/27/1995 - 02/09/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
10/16/1984 - 12/31/1994
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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