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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Pierce John Jaswinski is an investment advisor representative at Vanguard Advisers, Inc. Pierce has been working in the industry since July 17, 2018. Pierce is registered in 53 states and the District of Columbia. Pierce holds a Series 7, Series 63, and Series 66 license. Pierce also has a Securities Industry Essentials Examination. Pierce's main office is located in Malvern, Pennsylvania.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Beacon Pointe Advisors, LLC

location

Dallas, TX

0 Disclosures

ADVISOR BIO

Pierce Halsted is a financial advisor with Beacon Pointe Advisors, LLC, registered with the state of Texas. Pierce holds Series 66, Series 7TO, and SIE licenses. Pierce has been in the industry since August 2019, previously working at UBS Financial Services Inc. Pierce's specialization areas include retirement planning, college planning, investment management, and estate planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Oppenheimer & Co. Inc.

location

LOS ANGELES, CA

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Pierre Anthony Fistanic is a registered representative with Oppenheimer & Co. Inc. Pierre has been in the securities industry since January 14, 1998 and is currently registered in 51 states. Prior to joining Oppenheimer, Pierre worked at Hilltop Securities Inc. and O'Connor Securities. Pierre holds the Series 7, Series 63 and SIE licenses. Pierre specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cerity Partners LLC

location

NEW YORK, NY

0 Disclosures

ADVISOR BIO

Pierre Samuel Dupont is an investment advisor representative associated with Cerity Partners LLC, a firm with offices in New York, NY. Pierre Samuel Dupont has been in the industry since 2012 and is currently registered with the state of New York. Pierre Samuel Dupont specializes in providing investment advice to a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Pierre Samuel Dupont also provides financial planning, pension consulting, selection of other advisors, and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES; BILL PAY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wealthharbor Capital Group, LLC

location

METAIRIE, LA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Pierre Lemoine Adams is a registered investment advisor representative with Wealthharbor Capital Group, LLC, and ADG Wealth Management Group, LLC. Pierre has been working in the financial services industry since 1996. Pierre is licensed to offer investment advice in several states, including Alabama, Louisiana, Maryland, Mississippi, New Jersey, New York, and Texas. Pierre has a broad range of experience in providing investment advisory services to individuals, businesses, pension and profit-sharing plans, and charitable organizations. Pierre's firm, Wealthharbor Capital Group, LLC, specializes in providing investment advisory services to high-net-worth individuals, pension and profit-sharing plans, and corporations. Pierre is committed to providing clients with personalized investment advice and strategies that meet their individual needs and goals.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Oppenheimer & Co. Inc.

location

NEW YORK, NY

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Pierre Gerard Watiez is a registered representative with Oppenheimer & Co. Inc. Pierre has been in the industry since June 7, 2000. Pierre is licensed in all 50 states and the District of Columbia. Pierre also holds the Series 7 and Series 63 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

DENVER, CO

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Pierre Nicolas Guigui is a financial advisor registered with Goldman Sachs & Co. LLC. He is based in Denver, Colorado, and has been in the industry since May 24, 2003. Pierre has experience working at several financial institutions including CITI PRIVATE ADVISORY, LLC, CITIGROUP GLOBAL MARKETS INC., UBS FINANCIAL SERVICES INC., SALOMON SMITH BARNEY INC., and CITICORP SECURITIES, INC. He holds a Series 3, 7, 31, and 66 license and has experience with various investment products and services.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Pierre julien Blouin is a registered representative with Goldman Sachs & Co. LLC. Pierre julien Blouin has been in the industry since November 2017. Pierre julien Blouin is registered in 53 states and has passed the Series 63, SIE, Series 7, Series 86, and Series 87 exams.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Coldstream Wealth Management

location

PORTLAND, OR

0 Disclosures

ADVISOR BIO

Pierson Bennett Zahn is an Investment Advisor Representative with Coldstream Wealth Management. Pierson is currently registered in Oregon and Washington. Pierson has been in the financial industry since 2018. Pierson is also a Registered Investment Advisor. Pierson specializes in retirement planning, investment management, and financial planning. Pierson has worked with a variety of clients, including individuals, high-net-worth individuals, pension and profit sharing plans, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Prime Capital Financial

location

OVERLAND PARK, KS

0 Disclosures

ADVISOR BIO

Pierson McAtee is a Registered Investment Advisor Representative at Prime Capital Financial. Pierson is registered with the state of Kansas. Pierson has 1 state exam, the Uniform Investment Adviser Law Examination, and is licensed to provide financial services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
QUALIFIED RETIREMENT PLAN SERVICES, CONSULTING SERVICES, CO-ADVISORY, SELECTION OF SUB-ADVISORS
Portfolio Management for Pooled Investment Vehicles

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