Unclaimed
Brice Alden Tressler is an Investment Advisor Representative at Cetera Investment Advisers LLC. Brice has been in the financial services industry for over 40 years. Prior to joining Cetera Investment Advisers, Brice worked at Voya Financial Advisors, Inc., American General Securities Incorporated, and Franklin Financial Services Corporation. Brice is registered in 11 states. Brice is also a licensed insurance agent and holds Series 6, 63, 65, 26, and SIE licenses. Brice specializes in providing financial planning, pension consulting, and educational seminars. He also provides portfolio management for businesses and individuals.
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.
1
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 05/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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