Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Luther Pierce has been in the financial industry since December 1977 and is currently registered with M Holdings Securities, Inc. in Greensboro, NC. William has been with M Holdings Securities, Inc. since May 2004 and is a Registered Representative (RA) for the firm. William has also worked with WS Griffith Securities, Inc., Provident National Equities, Inc. and Provident National Assurance Company. William is licensed to provide investment advice in Florida, Idaho, Massachusetts, North Carolina, South Carolina and Virginia. William holds Series 1, 63, 65, SIE, 6TO and 22TO licenses and is a registered Investment Advisor in North Carolina. William also owns and operates TPG Consulting LLC, which provides consulting and sales of insurance and investments. William has a strong track record of success in the financial industry and has extensive experience in providing investment advice and financial planning to individuals, families and businesses. William is committed to providing his clients with personalized service and 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.
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.
1
2
NC
09/17/2004 - Present
M Holdings Securities, Inc. (GREENSBORO NC)
CT
03/03/1983 - 06/03/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
10/05/1978 - 10/06/1983
PROVIDENT NATIONAL EQUITIES, INC.
NA
12/02/1977 - 11/05/1981
PROVIDENT NATIONAL ASSURANCE COMPANY
IA
Issued 06/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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