Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Eugene Pierce is an investment advisor representative with Wellth Advisory Services, LLC and has been in the industry for over 24 years. Michael has worked with clients across a variety of industries and has experience with multiple asset classes, including equities, fixed income, and alternative investments. Michael is a fiduciary and is committed to providing clients with personalized investment advice that is tailored to their individual needs and goals. His focus is on helping individuals and families build a strong financial foundation and achieve their financial objectives.
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.
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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IL
07/22/2024 - Present
Wellth Advisory Services, LLC (SHOREWOOD IL)
FL
04/01/2019 - 12/06/2023
LPL FINANCIAL LLC (NORTH PALM BEACH FL)
MD
12/15/2017 - 04/01/2019
KESTRA INVESTMENT SERVICES, LLC (Annapolis MD)
MD
08/06/2014 - 12/21/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (ANNAPOLIS MD)
MD
08/02/2010 - 08/14/2014
FINANCIAL TELESIS INC (ANNAPOLIS MD)
MD
04/26/1999 - 08/04/2010
TOWER SQUARE SECURITIES, INC. (LOTHIAN MD)
NY
11/04/1998 - 04/23/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
PA
02/15/1994 - 11/11/1998
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BC
Issued 06/26/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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