Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pierce? Claim Your ProfilePierce Adams is a financial advisor with over 12 years of experience in the industry. Pierce is registered with Osaic Wealth, Inc. and has been with the firm since January 2024. Before that, Pierce was a financial advisor with Woodbury Financial Services, Inc. from July 2018 to January 2024. Pierce has experience in providing financial planning, portfolio management, and pension consulting services. Pierce specializes in serving individuals, high-net-worth individuals, corporations, and charitable organizations. Pierce holds a Series 7 and Series 66 license and is a Certified Financial Planner.
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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2
LA
09/24/2024 - Present
Osaic Wealth, Inc. (Metairie LA)
LA
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Metairie LA)
LA
01/02/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (Kenner LA)
LA
11/05/2011 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (SLIDELL LA)
BOTH
Issued 12/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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