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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Pierson is a financial advisor registered in Iowa and Texas. He is affiliated with Morgan Stanley and has been in the industry since December 2014. Thomas Pierson has a strong background in providing financial advice and has experience working with a variety of clients, including individuals, businesses, and institutions. Thomas Pierson has a broad range of investment products and services to meet their needs, including investment management, financial planning, and retirement 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.
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
IA
08/05/2024 - Present
Morgan Stanley (West Des Moines IA)
IA
11/18/2022 - 07/11/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST DES MOINES IA)
CO
12/21/2017 - 01/27/2020
WELLS FARGO CLEARING SERVICES, LLC (PUEBLO CO)
CO
03/20/2017 - 11/24/2017
J.P. MORGAN SECURITIES LLC (DENVER CO)
IL
10/01/2012 - 03/27/2014
J.P. MORGAN SECURITIES LLC (ROMEOVILLE IL)
IL
01/08/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SHOREWOOD IL)
BOTH
Issued 01/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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