Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Pierce is a financial advisor with over 20 years of experience in the industry. He joined LPL Financial LLC in 2018 and has a background with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William's expertise spans across various financial services, including investment management, financial planning, and consulting. He is registered to provide services in several states and has earned the Series 7, Series 31, Series 63, and Series 65 licenses. William offers his clients a personalized approach to wealth management and is dedicated to helping them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
NV
06/15/2018 - Present
LPL Financial LLC (LAS VEGAS NV)
NV
11/12/2008 - 06/21/2018
UBS FINANCIAL SERVICES INC. (HENDERSON NV)
NV
03/05/1996 - 11/14/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)
IA
Issued 03/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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