Unclaimed
Bryce Collin Ziemer is a registered representative with Edward Jones. Bryce has been in the financial services industry for over 7 years. Bryce has a Series 6, 7, 63, and 66 license and holds registrations in 16 states. Bryce is a licensed investment advisor representative in Missouri and Wisconsin. Bryce has held previous positions with Pruco Securities, LLC., Heights Finance Corporation, Shamrock Heights Golf & Supper Club, Golf Galaxy, Channel Cats, Stalker Flooring Inc., The Lily Pad, and Lakeland University. Bryce provides financial planning, pension consulting, and selection of other advisors to individuals, corporations, 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.
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
WI
09/30/2019 - Present
Edward Jones (Stevens Point WI)
WI
02/21/2017 - 04/11/2017
PRUCO SECURITIES, LLC. (APPLETON WI)
BOTH
Issued 04/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bryce Ziemer is the right advisor for you? Invested Better is here to help.