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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brice? Claim Your ProfileBrice Collin Falkner is an Investment Advisor Representative with Cetera Investment Advisers LLC. Brice has been in the industry since May 2007 and holds the Series 63 and Series 65 securities licenses as well as the Series 7 and SIE. Brice has been registered with Securities Service Network, LLC and Cetera Advisors LLC in the past. Brice Falkner is also a registered investment advisor with Cetera Investment Advisers LLC. Brice specializes in financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Brice's office is located at 204 MAIN ST., STE.222, Trussville, AL 35173.
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
AL
03/21/2024 - Present
Cetera Investment Advisers LLC (Trussville AL)
AL
05/03/2007 - 09/02/2020
SECURITIES SERVICE NETWORK, LLC (TRUSSVILLE AL)
IA
Issued 10/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/2/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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