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 8 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 4
Midwestern Securities Trading Company, LLC East Peoria, IL Apr 2012 - Current 4
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
    247
    MILLIONS
  • Total Number of Accounts
    1,428
    ACCOUNTS
  • Average Account Value
    $172,969
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

AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MO, MT, NC, NM, NV, NY, OR, PA, TX, VT, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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