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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Pierce is a financial advisor at Latitude Advisors, LLC with over 20 years of experience in the financial services industry. John has been registered with the state of Florida as a Broker-Dealer since 2009, and he also holds an Investment Advisor Representative (IAR) registration. John's previous experience includes time with Medallon Investment Services, Inc. and John T. Pierce CPA, PA. He is a certified public accountant and provides a range of financial services including tax and accounting services, financial planning, and investment management. John has a strong background in helping individuals and families achieve their financial goals, and he is committed to providing his clients with personalized service. In addition to his work at Latitude Advisors, LLC, John has served as an Associate at Schmedes McAllister & Associates, a public accounting firm providing tax and accounting services. John is committed to providing his clients with the highest level of service and expertise, and he is a valuable resource for individuals and families seeking financial advice.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party referral fees
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2
FL
11/20/2009 - Present
Latitude Advisors, LLC (VERO BEACH FL)
FL
02/06/2002 - 11/16/2009
MEDALLION INVESTMENT SERVICES, INC. (PALM BEACH GARDENS FL)
BOTH
Issued 09/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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