Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Henderson Pierce is a financial advisor with Planmember Securities Corp. based in Duxbury, MA. Margaret has been working in the financial industry since 1995 and has experience with Kestra Investment Services, LLC, Newport Group Securities, Inc., American Century Investment Services Inc., TIAA-CREF Individual & Institutional Services, Inc., Teachers Personal Investors Services, Inc., and Smith Barney, Harris Upham & Co., Incorporated. Margaret is a Certified Financial Planner and offers a variety of financial services including investment planning and portfolio management.
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.
Provides investment supervisory 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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MA
01/31/2023 - Present
Planmember Securities Corp. (Duxbury MA)
MA
05/14/2019 - 11/21/2022
KESTRA INVESTMENT SERVICES, LLC (NORWELL MA)
FL
05/08/2017 - 03/05/2019
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
MO
09/08/1998 - 04/09/2013
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
NY
06/16/1993 - 05/08/1998
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
NY
10/22/1994 - 12/31/1995
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NY
10/23/1992 - 03/24/1993
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BC
Issued 11/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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