Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Van? Claim Your ProfileVan Pearcy is a financial advisor at Raymond James Financial Services Advisors, Inc. Van is licensed in 36 states and has been in the financial industry since 1987. Van is a licensed general securities representative, and holds Series 7, 9, 10, and 63 licenses. Van specializes in a wide range of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Van offers advisory services to individuals, high net worth individuals, corporations, pension plans, insurance companies, 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
TX
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (MIDLAND TX)
MO
12/22/1987 - 07/27/2001
EDWARD JONES (ST. LOUIS MO)
BC
Issued 02/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/23/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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