Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryce? Claim Your ProfileBryce Alan Simon is a financial professional with over 14 years of experience in the financial services industry. Bryce is a registered representative and investment advisor representative, and holds the Series 6, 7, 63, and 65 licenses, along with the SIE exam. Bryce is currently employed with Northwestern Mutual Investment Services, LLC and has been with the firm since May 2015. Bryce has previously been employed by Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, Inc, and Northwestern Mutual Wealth Management Company. Bryce's current registration is active in Illinois and is also registered in 21 other states.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IL
05/06/2015 - Present
Northwestern Mutual Investment Services, LLC (Rosemont IL)
IA
Issued 05/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/13/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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