Kristina Pierce (CRD# 5000740) is an Investment Advisor Representative working at Mesirow Financial Private Equity Advisors, Inc. in Chicago, IL and has over 3 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mesirow Financial | Chicago, IL | Jul 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- IL
-
Total Assets Under Management6,375MILLIONS
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$455,369,878
- Performance-based fees
- Other
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
IL
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