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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Franklin Pierson is an investment advisor representative at Pierson Wealth Management. Robert has been working in the financial industry for over 30 years and has experience working with both individuals and businesses. Robert is a Certified Financial Planner and holds a Series 65, Series 63, Series 8, Series 15, Series 5, Series 3, and Series 7 licenses. Robert has held prior positions at RAYMOND JAMES & ASSOCIATES, INC., MORGAN KEEGAN & COMPANY, INC., RBC CAPITAL MARKETS CORPORATION, CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., and THOMSON MCKINNON SECURITIES INC. Robert has a passion for helping clients achieve their financial goals and believes in building long-term relationships with his clients.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
03/28/2019 - Present
Pierson Wealth Management (ATLANTA GA)
GA
02/13/2013 - 04/02/2018
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
01/02/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
02/17/2006 - 01/21/2009
RBC CAPITAL MARKETS CORPORATION (ATLANTA GA)
GA
07/31/1993 - 03/04/2006
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NY
12/05/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/18/1984 - 12/14/1988
THOMSON MCKINNON SECURITIES INC.
IA
Issued 02/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1988
Series 15 - Foreign Currency Options Examination
BC
Issued 01/04/1988
Series 5 - Interest Rate Options Examination
BC
Issued 05/02/1984
Series 3 - National Commodity Futures Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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