Joel Pierce, financial advisor East Peoria IL
93 score

Joel Pierce

CRD Number: 5283943
Current Firm: Midwestern Securities Trading Company,llc

Joel Pierce (CRD# 5283943) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Neighbors Credit Union St Louis, MO Apr 2012 - Current 5
Midwestern Securities Trading Company, LLC East Peoria, IL Apr 2012 - Current 5
Pnc Investments O'fallon, IL Nov 2009 - Mar 2012 2
Natcity Investments, Inc. Cleveland, OH Apr 2008 - Nov 2009 1
National City Bank O'fallon, IL Apr 2008 - Nov 2009 1
Olive Garden Fairview Heights, IL Aug 2007 - Mar 2008 < 1
Northwestern Mutual Belleville, IL Jan 2007 - Jun 2007 < 1
Ruby Tuesday Fairview Heights, IL Jun 2004 - Jan 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Joel D. Pierce
Phone Number: 309-699-6786
Registered State(s):
  • IL
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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