Margaret
Pierce
Planmember Securities Corporation
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About this Advisor
Margaret Pierce is a financial advisor based in Duxbury, Massachusetts, working with Planmember Securities Corporation. Margaret has previously held positions at Interserv LLC, Dailyaccess Corporation, Art In Giving, Newport Group Consulting, LLC, Newport Group Securities, Inc, Newport Group, Inc, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, and Planmember Securities Corporation. Margaret has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Massachusetts. Currently, Margaret is part of Planmember Securities Corporation, which operates out of Duxbury, Massachusetts. The firm has 350 offices and 427 employees. The firm manages assets totaling $8.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Planmember Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$8,275,617,707
427
69,347
$119,336
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Margaret Pierce Work History
Planmember Securities Corporation
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Newport Group Consulting, LLC
Newport Group Securities, Inc
Newport Group, Inc
Interserv LLC
Dailyaccess Corporation
Art In Giving
Disclosures
Please visit the SEC profile of Margaret Pierce to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Planmember Securities Corporation
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