Unclaimed
Patrick Michael Pierre is a registered representative with Usaa Investment Services Co. based in Plano, TX. Patrick Michael has been in the industry since 2022 and holds the Series 63, Series 6, and Series 7 licenses. In addition to Patrick Michael's role at Usaa Investment Services Co., they are a Caregiver at Cornerstone Caregiving LLC. Previously, Patrick Michael worked at Equitable Advisors, LLC in New York, NY. Patrick Michael is licensed to provide investment advice in all states except Iowa.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
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2
TX
01/13/2025 - Present
Usaa Investment Services Co. (Dallas TX)
TX
10/18/2022 - 07/08/2024
EQUITABLE ADVISORS, LLC (FORT WORTH TX)
BC
Issued 12/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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