Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brice? Claim Your ProfileBrice Alden Tressler is an investment advisor representative with Cetera Investment Advisers LLC. Brice has been in the financial services industry since 1979. Brice is registered with the following states: Florida, Indiana, Iowa, Kentucky, Michigan, Minnesota, Montana, Ohio, Texas. Brice also has a Series 65 license for investment advisor activities.
NEW PALESTINE, IN
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
06/29/2023 - Present
Cetera Investment Advisers LLC (NEW PALESTINE IN)
IN
02/13/2006 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (NEW PALESTINE IN)
TX
10/01/2002 - 02/01/2006
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
TX
08/13/1979 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 5/3/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/4/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/12/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/6/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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