Mt Pleasant, SC Johnnie Dodds Blvd Office

Michael Rivera is a financial advisor with Principal Financial Services based in Mt Pleasant, SC. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes roles at Trinity Wealth Partners and various entities within the Principal group. Rivera is involved in fixed annuities, long-term care, life, group benefits, health insurance, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through multiple advisory arrangements.

Bryan Powell is a financial advisor with Principal Financial Services based in Mt Pleasant, SC. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. His prior work includes roles at Union Financial, Inc., Mass Mutual, and Principal Life Insurance Company. Powell serves as a board member of the Charleston Interreligious Council, an organization that promotes understanding and fellowship among religious groups. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with a combination of adviser and promoter arrangements.

William Brown is a financial advisor with Principal Financial Services in Mt. Pleasant, SC, holding Series 63 and Series 65 designations and having 20 years of industry experience. His work history includes roles at Trinity Wealth Partners and South Carolina Brown Group. Outside of his advisory duties, he manages Fin and Fowl, LLC, an entity owned by a children's trust. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Frank Pugliese is a financial advisor with Principal Financial Services based in Mt Pleasant, SC, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. He is also the owner of Trinity Wealth Partners, a non-investment-related business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.