Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karriem? Claim Your ProfileKarriem Pierre is a financial advisor with Fidelity Personal And Workplace Advisors. Karriem has over 10 years of experience in the financial services industry. Karriem is a licensed investment advisor representative in Texas and Virginia. Karriem has Series 6, 7, and 66 securities licenses. Karriem specializes in financial planning, portfolio management, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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2
VA
07/29/2021 - Present
Fidelity Personal AND Workplace Advisors (VIRGINIA BEACH VA)
VA
03/11/2016 - 06/18/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORFOLK VA)
VA
08/12/2014 - 02/26/2016
WELLS FARGO ADVISORS, LLC (VIRGINIA BEACH VA)
VA
10/18/2010 - 01/14/2013
PARK AVENUE SECURITIES LLC (VIRGINIA BEACH VA)
MO
04/23/2008 - 11/12/2008
EDWARD JONES (ST. LOUIS MO)
VA
05/25/2007 - 03/18/2008
MML INVESTORS SERVICES, INC. (VIRGINIA BEACH VA)
BOTH
Issued 05/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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