Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Pierce is a financial advisor registered with LPL Financial LLC. Kevin has been in the financial services industry since 2012. Kevin has earned Series 6, 7, 24, 63, and 65 licenses. Kevin is a Certified Financial Planner. Kevin provides consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, and selection of other advisors, as well as portfolio management for businesses and individuals. Kevin has experience with Centaurus Financial, Inc., Sigma Financial Corporation, Parkland Securities, LLC, and W&S Brokerage Services, Inc.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
12/04/2019 - Present
LPL Financial LLC (AUBURN HILLS MI)
MI
04/09/2019 - 12/04/2019
CENTAURUS FINANCIAL, INC. (AUBURN HILLS MI)
MI
01/12/2016 - 03/29/2019
SIGMA FINANCIAL CORPORATION (NEW BALTIMORE MI)
MI
01/31/2018 - 08/30/2018
PARKLAND SECURITIES, LLC (ANN ARBOR MI)
MI
11/04/2013 - 06/30/2015
LPL FINANCIAL LLC (PORT HURON MI)
MI
11/05/2012 - 11/19/2012
W&S BROKERAGE SERVICES, INC. (FORT GRATIOT MI)
IA
Issued 12/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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