Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan David Pierce is a financial advisor associated with Ameriprise Financial Services, LLC. Jonathan has been working in the financial industry since February 8, 2011 and currently serves clients from the Plymouth, Massachusetts office. Jonathan holds the Series 7, Series 63, and Series 65 licenses, along with the SIE exam. Jonathan's previous experience includes employment at PROSPERA FINANCIAL SERVICES, INC. from February 9, 2011 to August 28, 2018. Ameriprise Financial Services, LLC is a large financial advisory firm with offices across the country. The firm offers a wide range of financial services, including financial planning, investment management, and insurance. Jonathan is able to assist clients with a variety of financial needs.
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.
Asset allocation services
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
MA
08/24/2018 - Present
Ameriprise Financial Services, LLC (Plymouth MA)
MA
02/09/2011 - 08/28/2018
PROSPERA FINANCIAL SERVICES, INC. (PLYMOUTH MA)
IA
Issued 12/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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