Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gerard Pierce is an investment advisor representative who has been active in the industry since 2003. William is currently registered with BNY Advisors in Pennington, New Jersey. Previously, William was associated with PFPC Distributors, Inc. and Prudential Investment Management Services LLC. William holds Series 6, Series 7TO, Series 65, and SIE licenses. William is also registered with the State of New Jersey and Pennsylvania. William has experience in providing advisory services for individuals, businesses, pooled investment vehicles, and pension consulting. William specializes in model portfolio delivery, mutual fund screening, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
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.
Mutual fund screening, model portfolio delivery
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.
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.
Asset based fees related to model portfolio delivery
1
2
NJ
01/31/2012 - Present
BNY Advisors (PENNINGTON NJ)
ME
10/11/2000 - 05/29/2001
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
NJ
04/26/2000 - 07/31/2000
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
IA
Issued 11/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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