Unclaimed
Pierre Leon Soree is a financial advisor in Marietta, GA. Pierre is a registered representative with Marietta Wealth Management, LLC, and has been with the firm since November 2021. Pierre previously worked at Redwood Wealth Management, LLC, in Alpharetta, GA. Pierre is a Certified Financial Planner and specializes in providing financial planning services to individuals and families. Pierre has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Pierre offers a range of financial planning services, including portfolio management, retirement planning, and estate planning.
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.
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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GA
12/02/2021 - Present
Marietta Wealth Management, LLC (MARIETTA GA)
Active
Inactive
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