Pierce Bostwick
VP-Regional Director-WI, IA, NE-LPL Business Strategy and Growth
- Role
- Vp-regional Director-business Strategy and Growth at LPL Financial
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Pierce Bostwick
A dynamic and self-motivated financial services professional with over 20 years of…
Experience
Vp-regional Director-business Strategy and Growth
Jan 2025 — Present · Milwaukee, WI, US
Education
University of Wisconsin-Milwaukee - School of Business Administration
Finance
2000 — 2004
Skills
- Strong Sales Skills
- Series 6, 63, and 26 Licensed
- Life, Health, and Long Term Care Licensed
- Retirement Income Planning Expert
- Specialist in Social Security, Medicare, and Long Term Care Planning
- Polished Presenter
- Consultative Approach
- Proven Leader
- Energetic and Driven
- Outgoing and Likeable Salesperson
- Excellent Territory Management Skills
- 401k
- Insurance
- Fixed Annuities
- Investments
- Retirement
- Mutual Funds
- Retirement Planning
- Series 6
- Series 63
- Series 7
- Variable Annuities
- Medicare
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