Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pierce? Claim Your ProfilePierce Mahar is a financial advisor registered with LPL Financial LLC. Pierce has been in the financial industry since 2005 and has experience working with individual clients, corporations, and retirement plans. Pierce holds a Series 6, 63 and 65 license and is registered in several states, including New York, Colorado, Florida, Maryland, Massachusetts, New Jersey, Tennessee, Vermont, and Washington. Pierce also provides educational seminars, and consulting services.
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.
Consulting and other non-discretionary advisory services
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
NY
08/03/2021 - Present
LPL Financial LLC (LATHAM NY)
NY
02/10/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (latham NY)
MA
11/30/1993 - 11/15/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 09/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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