Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brice? Claim Your ProfileBrice Louis Pelliccioni is a financial advisor at LPL Financial LLC in Morgantown, West Virginia. Brice has been in the financial industry since July 2015. Brice is registered with the state of West Virginia and is also registered with the Financial Industry Regulatory Authority (FINRA). Brice has passed the Series 66, Series 7 and SIE exams. Brice is a registered investment advisor representative, and Brice is licensed to sell securities and offer advisory services to individuals and businesses.
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.
Consulting and other non-discretionary advisory services
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
WV
12/07/2020 - Present
LPL Financial LLC (MORGANTOWN WV)
WV
07/24/2015 - 10/26/2020
WELLS FARGO CLEARING SERVICES, LLC (MORGANTOWN WV)
BOTH
Issued 09/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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