Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Pierce is a financial advisor with BNY Mellon Securities Corp., a firm registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Stephanie has over 20 years of experience in the financial services industry, and is licensed in all 50 states. Stephanie's primary focus is on portfolio management for both individuals and businesses. She offers personalized investment advice and strategies to help her clients achieve their financial goals. Stephanie has held previous roles at Fidelity Brokerage Services LLC, Fidelity Distributors Corporation, Fidelity Investments Institutional Services Company, Inc., National Financial Services LLC, and Janus Distributors LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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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2
MA
09/20/2018 - Present
BNY Mellon Securities Corp. (BOSTON MA)
MA
12/24/2014 - 02/03/2017
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
12/24/2014 - 02/03/2017
FIDELITY DISTRIBUTORS CORPORATION (BOSTON MA)
MA
12/24/2014 - 02/03/2017
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (BOSTON MA)
MA
12/24/2014 - 02/03/2017
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
10/04/2010 - 05/18/2016
PYRAMIS DISTRIBUTORS CORPORATION LLC (BOSTON MA)
CO
05/25/2005 - 10/30/2008
JANUS DISTRIBUTORS LLC (DENVER CO)
NY
08/25/1994 - 03/22/2005
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 09/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2018
Series 3 - National Commodity Futures Examination
BC
Issued 08/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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