Hello I'm

Carrick J Pierce

Stock Broker & Financial Consultant

I specialize in building up investment portfolios with intelligent and consistent trading strategies.

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About Me

Carrick

J Pierce

0

Years of
Experience

0+

Portfolios
Handled
  • 01

    Financial Consultant

  • 02

    Stock Broker

  • 03

    Digital Assets Trader

Stock Broker | Financial Consultant

Carrick J Pierce

I have solid experience working with the topmost and prestigious firms in the United States. So far, I've worked with three (3) different firms over a long and fulfilling career of Twenty (20) years. I have passed five(5) brokerage qualification examinations and garnered brokerage licenses in well over thirty-four (34) states as well.

I've worked carefully with a lot of investment portfolios in different financial markets and as a result, I've developed several trading strategies to make sure of continuous profit while mitigating losses at the same time and I totally can't wait to get started with you!

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  • 0

    Recurrent
    Clients

  • 0

    State
    Licenses

  • 0

    Portfolio Capital
    Handled

Stock Broker | Financial Consultant

Examinations

SIE - Securities Industry Essentials ExaminationOct 1, 2018

General Industry/Products Exam

Series 65 - Uniform Investment Adviser Law ExaminationOct 21, 2004

State Securities Law Exam

Series 63 - Uniform Securities Agent State Law ExaminationJan 10, 2003

State Securities Law Exam

Series 7 - General Securities Representative ExaminationNov 9, 2002

General Industry/Products Exam

Series 24 - General Securities Principal ExaminationJan 27, 2016

Principal/Supervisory Exam

Carrick J Pierce

Work Experience

  • 2002 - Present (20 years)

    FIRST REPUBLIC SECURITIES COMPANY, LLC (CRD#:105108)

    Stock Broker

  • 2010 - Present (12 years)

    FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (CRD#:108559)

    Investment Adviser

  • 2004 - 2010 (5 years)

    FIRST REPUBLIC WEALTH ADVISORS, LLC (CRD#:132035)

    Investment Adviser

With 23 Years of Solid Work Experience,

I am Passionate about improving the profit accumulation strategy of your Portfolio.

Financial Consulting

I offer financial consulting services to clients in need of general financial planning and restructuring. I'll get to help you set up carefully detailed plans for retirements, mortgages and every other financial-intensive aspect in your life.

Stock Brokerage

With over twenty three (23) years working at FIRST REPUBLIC SECURITIES COMPANY, I am fully licensed to give investment advice and offer stock brokerage services to clients trying to be adept in the stock market. I assist my clients with official stock trading and also give out intelligent & substantial advice on stocks to trade with.

Digital Assets Trading

Apart from Stock Trading, I am an verified Expert in Forex trading & Cryptocurrency investments. I do a great deal of research in order to efficiently advise my clients on the numerous and substantially profitable digital tokens to either daytrade with, or invest in for a particular period of time.

Testimonials

Clients Reviews

  • Getting to see the financial markets through the eyes of Carrick is a privilege I wish everyone could experience. He intelligently understands the mechanics of the financial markets, and ultimately designs brillant investment strategies that work every single time.

    Selena Brandon

    Creative Designer

  • Carrick is a unique and special kind of investment adviser. He's always available to help and never fails to keep me up to date with the latest happenings in the markets. He also takes her time to properly explain how it directly affects stock prices and trade movements.

    Dawitt Parker

    Product Manager

  • I've worked with Carrick J for over 4 years and it's been a wonderful experience. Even though I started out with much skepticism, He saw through me and shifted focus to getting me familiarized with market & trading terminologies, just to help me get comfortable with investing.

    Jessica Smith

    Textile Retailer

  • I have worked with a lot of investment advisers before meeting Carrick J Pierce and then I simply stopped searching. I instinctively knew my portfolio was finally being handled with safe hands and He's gone on to prove herself countlessly over the few months we've worked together.

    Paul Matthews

    Photographer
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