Kevin Pierce

Senior Paraplanner at Herbert Financial Group
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Contact Information
us****@****om
(386) 825-5501

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Bio

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Experience

  • Herbert Financial Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Paraplanner
      • Jul 2021 - Present

      2701 Cambridge Ct. Ste. 530 Auburn Hills, MI 48326 (248) 482-2600 kevin@hfcllc.com https://www.hfgllc.com/

    • Paraplanner
      • Apr 2019 - Jul 2021

      Greater Detroit Area 2701 Cambridge Ct. Ste. 530 Auburn Hills, MI 48326 (248) 482-2600 kevin@hfcllc.com https://www.hfgllc.com/

  • Action Financial Management, Inc.
    • Investment Adviser Representative
      • Aug 2018 - Apr 2019

      Greater Detroit Area 36542 Green Street New Baltimore, MI 4047 (586) 349-2200

  • Sigma Financial Corporation
    • Financial Services
    • 1 - 100 Employee
    • Registered Representative
      • Jan 2016 - Apr 2019

      Greater Detroit Area 36542 Green Street New Baltimore, MI 48047 (586) 349-2200

  • BD OPS
    • Case Planner
      • Jan 2016 - Aug 2018

      Greater Detroit Area

  • Serco
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Financial Counselor
      • Sep 2015 - Dec 2016

      Lansing, Michigan Area

  • LPL Financial DBA Talmer Financial
    • Investment Adviser Representative & Registered Representative
      • Feb 2014 - Sep 2015

      Greater Detroit Area

Education

  • Western Michigan University - Haworth College of Business
    Bachelor of Business Administration - BBA, Personal Financial Planning

Community

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