Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brice? Claim Your ProfileBrice Logan is a financial advisor with over 20 years of experience in the financial services industry. Logan is registered with Wells Fargo Clearing Services, LLC and has a Series 7, Series 63, Series 65, Series 66, Series 9, and Series 10 license. Logan is also a Registered Investment Advisor (RIA) and has a Series 31 license. Prior to joining Wells Fargo, Logan worked at UBS PaineWebber Inc. and Prudential Securities Incorporated.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
07/11/2006 - Present
Wells Fargo Clearing Services, LLC (SPOKANE WA)
NJ
08/24/2001 - 08/13/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
07/09/1999 - 08/28/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 07/07/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/11/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 06/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brice Logan is the right advisor for you? Invested Better is here to help.
