Unclaimed
Racmedran Pierre is a financial advisor with over 3 years of experience in the industry. Pierre currently holds registrations in Florida, Georgia, and Texas as a Registered Representative and Investment Advisor Representative. Pierre is associated with Morgan Stanley and has worked at UBS Financial Services Inc and International Assets Advisory, LLC in the past. Pierre is also a licensed Real Estate Broker. Pierre specializes in a variety of financial services including financial planning, asset allocation, and portfolio management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
02/24/2024 - Present
Morgan Stanley (Atlanta GA)
FL
02/27/2023 - 02/01/2024
UBS FINANCIAL SERVICES INC. (Fort Lauderdale FL)
FL
03/15/2021 - 03/13/2023
INTERNATIONAL ASSETS ADVISORY, LLC (HOLLYWOOD FL)
BOTH
Issued 04/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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