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Martha Jean Pierce

CFP®
VBC SECURITIES
CLIFTON, NJ
·CRD# 1497789·40 years experience

Professional Summary

Martha Jean Pierce, CFP®, who also goes by Martha Jean Bellavek, Martha B Pierce, Martha Bellavek Pierce, Martha Bellaver Pierce, Martha S Pierce, is a registered financial advisor currently at VBC SECURITIES, LLC located in Clifton, New Jersey. Martha is registered as a RR (Registered Representative) and started their career in finance in 1986. Martha has worked at 6 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 14,...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Martha Jean Bellavek, Martha B Pierce, Martha Bellavek Pierce, Martha Bellaver Pierce, Martha S Pierce

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2010

Years of Experience

40 years in the financial services industry

Current & Past Employments

VBC SECURITIES, LLC·CRD# 5407
BD
348 Clifton Avenue, Clifton, NJ 07011
October 13, 2008 - Present
COWEN EXECUTION SERVICES LLC·CRD# 35693
BD
New York, NY
June 20, 2002 - January 9, 2008
AMERICAN GENERAL DISTRIBUTORS, INC.·CRD# 37449
BD
Houston, TX
August 3, 1999 - July 19, 2000
NATIXIS SECURITIES AMERICAS LLC·CRD# 1101
BD
New York, NY
May 8, 1989 - May 27, 1999
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
November 13, 1987 - June 8, 1988
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
November 21, 1986 - November 20, 1987

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Current Firm

VS
VBC SECURITIES, LLC

V.B.C. SECURITIES | VBC SECURITIES, LLC

CRD#: 5407 / SEC#: 8-44141
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

Contact Information

Main Address

348 Clifton Avenue, Clifton, NJ 07011-2619

Mailing Address

348 Clifton Avenue, Clifton, NJ 07011-2619

Phone Number

(973) 928-5400

Established

New Jersey since 08/27/1970

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (14 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PIERCE, MARTHA JEANMANAGING MEMBER, CEO, CCO, MSRB1497789
KIRSCHENBLATT, CHAD ETHANFINOP2503352
MASTRIANO, PETERPRINCIPAL - SERIES 4 & 242356510

Disclosures

Regulatory Event

3

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(4/21/2015)
RR
Colorado
(11/13/2009)
RR
Connecticut
(9/14/2020)
RR
Florida
(10/13/2008)
RR
Kentucky
(6/5/2023)
RR
Maine
(9/18/2020)
RR
Maryland
(4/21/2015)
RR
New Jersey
(10/13/2008)
RR
New Mexico
(12/2/2014)
RR
New York
(10/13/2008)
RR
North Carolina
(7/21/2015)
RR
Pennsylvania
(4/21/2015)
RR
Tennessee
(1/29/2026)
RR
Virginia
(4/21/2015)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1987About the Series 63 exam

Series 52TO — Municipal Securities Representative Examination

Passed Sep 2025About the Series 52TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 1986About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 53 — Municipal Securities Principal Examination

Passed Jul 2014About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed May 1998About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Martha Jean Pierce's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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