linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Robert Pearce

Zacks Investment Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Robert Pearce

William Pearce is a registered Investment Advisor Representative with Zacks Investment Management, Inc. William Pearce holds licenses for both securities and investment advising in 12 states including Illinois, Iowa, Kansas, Minnesota, Missouri, and Wisconsin. William Pearce has been active in the financial services industry since January 29, 2014. William Pearce is a licensed securities representative and has passed the Series 7, Series 63, and Series 65 exams.

Firm Information

William Pearce is currently registered with Zacks Investment Management, Inc.. Zacks Investment Management, Inc. is an investment management firm based in Chicago, Illinois. They offer a range of services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm creates and manages quantitative investment models licensed to sponsors of UITS and ETFs. They manage over $10 billion in assets for various clients, including individuals, high net worth individuals, pension and profit sharing plans, corporations, and other investment advisors. They also offer wrap fee programs.
Zacks Investment Management, Inc.

10 S. RIVERSIDE PLAZA

CHICAGO, IL 60606

$10.56B

Assets Under Management

25

Total Clients

66

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

creates and manages quantitative investment models that are licensed to sponsors of uits and etfs

Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Pearce’s Registration & Firm History

IL

01/30/2014 - Present

Zacks Investment Management, Inc. (CHICAGO IL)

Not sure if William Robert Pearce is right for you?

Licenses & Designations

BC

Issued 05/19/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/29/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Robert Pearce.
Not sure if William Robert Pearce is right for you?