Stephen PiersonCRD Number: 1272505
Current Firm: Wealth Management Associates, Inc.
Stephen Pierson (CRD# 1272505) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Cherry Hill, NJ and has over 33 years of experience in the finance industry. Stephen Pierson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cypress Financial Planning
Rockcrest Financial LLC
Dedicated Investment Advisers LLC
|Wealth Management Associates||Mount Laurel, NJ||Dec 2008 - Current||8|
|Securities America , Inc.||Mt. Laurel, NJ||Dec 2008 - Current||8|
|Janney Montgomery Scott Inc.||Haddonfield, NJ||Apr 1984 - Dec 2008||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1984|
Total Assets Under Management139MILLIONS
Total Number of Accounts589ACCOUNTS
Average Account Value$236,757
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NJ, PA
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