Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Pearce is a financial advisor who has been in the industry since July 2007. Michael is currently registered with City National Securities, Inc. and has been with the firm since July 2020. Michael has previously worked with E*TRADE Securities LLC, BANCWEST INVESTMENT SERVICES, INC., J.P. MORGAN SECURITIES LLC, FIDELITY BROKERAGE SERVICES LLC, MUTUAL OF AMERICA LIFE INSURANCE COMPANY, MUTUAL OF AMERICA SECURITIES CORPORATION, and AMERIPRISE FINANCIAL SERVICES, INC. Michael specializes in providing financial advice to high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
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2
CA
01/21/2025 - Present
City National Securities, Inc. (SAN FRANCISCO CA)
CA
08/23/2017 - 07/17/2020
E*TRADE SECURITIES LLC (PALO ALTO CA)
CA
01/05/2015 - 08/30/2017
BANCWEST INVESTMENT SERVICES, INC. (BURLINGAME CA)
CA
10/14/2013 - 01/15/2015
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
OR
01/27/2011 - 10/17/2011
FIDELITY BROKERAGE SERVICES LLC (PORTLAND OR)
CA
11/14/2007 - 12/22/2010
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (WALNUT CREEK CA)
CA
11/14/2007 - 12/22/2010
MUTUAL OF AMERICA SECURITIES CORPORATION (WALNUT CREEK CA)
CA
05/18/2006 - 10/02/2007
AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
CA
04/26/2005 - 05/03/2006
WELLS FARGO INVESTMENTS, LLC (MORAGA CA)
IA
Issued 03/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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