Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Pierce is a financial advisor with over 20 years of experience in the industry. Steven has held positions at several firms including Cuna Brokerage/LPL Financial LLC, PNC Investments, Wachovia Securities, LLC, Fidelity Brokerage Services LLC, Brown & Company Securities Corporation, and SureTrade Inc. Steven is currently registered with Raymond James Financial Services Advisors, Inc. and is also an Associate/Employee with Fulton Bank and Fulton Financial Advisors. Steven is licensed to provide investment advice in Delaware, Florida, Maryland, Massachusetts, New Jersey, North Carolina, Pennsylvania, Texas, Virginia, and Washington. Steven specializes in providing financial advice to individuals, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
DE
05/03/2023 - Present
Raymond James Financial Services Advisors, Inc. (Lewes DE)
DE
05/18/2022 - 05/18/2023
LPL FINANCIAL LLC (Dover DE)
DE
07/17/2013 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (DOVER DE)
DE
09/18/2009 - 02/12/2013
PNC INVESTMENTS (SMYRNA DE)
DE
09/16/2005 - 05/05/2008
PNC INVESTMENTS (MILFORD DE)
MO
05/16/2003 - 07/05/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
RI
11/24/2000 - 02/07/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
01/31/2000 - 11/17/2000
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
RI
07/13/1999 - 01/10/2000
SURETRADE INC. (LINCOLN RI)
BOTH
Issued 08/20/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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