Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryce? Claim Your ProfileBryce Bastien is an investment advisor representative who has been in the industry since December 2018. Bryce is registered with Edward Jones and has been with the firm since November 2018. Bryce has passed the Series 66, Series 7TO and SIE exams. Bryce is licensed in 20 states and has a total of 20 active registrations. Bryce holds a license for Investment Adviser in Texas and Broker-Dealer in Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Texas, and Utah. Bryce is a financial advisor for Edward Jones, a firm that manages over $800 billion in assets and has over 20,000 advisors. The firm provides a variety of financial services, including financial planning, portfolio management, and retirement planning.
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.
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.
See schedule d - miscellaneous
1
2
TX
01/08/2019 - Present
Edward Jones (AUSTIN TX)
BOTH
Issued 01/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/20/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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