PH
CFP
PH
CFP

Piercen Harnish

6 Years of Experience
Huntington, IN
BrokerSells Insurance

Piercen Harnish is a CFP-designated registered investment advisor, based in Huntington, IN, with 6 years of industry experience.

Location

100 Frontage Rd, Huntington, IN, 46750

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Piercen is a financial advisor with Shelton Financial Group and an Investment Advisor Representative (IAR) with Kestra Advisory Services, dedicating full-time hours to both. He also serves as a board member for Family Centered Services, requiring minimal time.

Employment History
Current Registrations
Kestra Advisory Services, LLC
November 2023 - Present · 2 yrs 6 mos
Kestra Investment Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
USA Financial Securities Corporation
August 2019 - November 2023 · 4 yrs 3 mos
USA Financial Securities CorporationBroker
June 2019 - November 2023 · 4 yrs 5 mos
State Registrations8 states
FLILINNYTNTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.