Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Steven Pierce is a financial advisor with over 20 years of experience in the industry. Paul is registered to offer investment advisory services in Kentucky and Texas. Paul has a Series 63, 65, 7 and 24 licenses. Paul is also a Chartered Financial Consultant. Currently, Paul is registered with Wells Fargo Advisors Financial Network, LLC and previously worked with LINCOLN FINANCIAL ADVISORS CORPORATION, BB&T INVESTMENT SERVICES, INC., BANC ONE SECURITIES CORPORATION and A. G. EDWARDS & SONS, INC. Paul has experience working with a variety of clients, including individuals, businesses, institutions and charitable organizations.
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.
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.
Investment consulting services to institutional clients
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
KY
10/21/2024 - Present
Wells Fargo Advisors Financial Network, LLC (OWENSBORO KY)
KY
10/14/2009 - 06/19/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (OWENSBORO KY)
KY
03/24/2004 - 10/05/2009
BB&T INVESTMENT SERVICES, INC. (HOPKINSVILLE KY)
IL
11/27/2000 - 03/09/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
07/26/1999 - 11/15/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 09/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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