Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pierre? Claim Your ProfilePierre Lamar Greene is a financial advisor who has been in the industry since 2005. Pierre is currently registered with LPL Financial LLC and has experience with several other firms including Royal Alliance Associates, Inc., Signator Investors, Inc., Park Avenue Securities LLC, Northwestern Mutual Investment Services, LLC, NYLIFE Securities LLC, and First Investors Corporation. Pierre has the Series 6, Series 63, and SIE securities licenses. Pierre holds a state license in Arizona, District of Columbia, Georgia, Illinois, Maryland, North Carolina, Tennessee, and Virginia.
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
VA
04/13/2023 - Present
LPL Financial LLC (RICHMOND VA)
VA
11/02/2018 - 04/12/2023
ROYAL ALLIANCE ASSOCIATES, INC. (RICHMOND VA)
VA
05/25/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (HENRICO VA)
VA
04/08/2011 - 06/09/2016
PARK AVENUE SECURITIES LLC (RICHMOND VA)
VA
11/14/2007 - 03/24/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RICHMOND VA)
VA
04/25/2006 - 11/05/2007
NYLIFE SECURITIES LLC (GLEN ALLEN VA)
VA
05/26/2005 - 04/18/2006
FIRST INVESTORS CORPORATION (GLEN ALLEN VA)
BC
Issued 04/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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