Unclaimed
Bryce David Griffith is a financial advisor with Cetera Investment Advisers LLC. Bryce has over 20 years of experience in the financial services industry. Bryce is registered with the state of Oregon and Texas. Bryce's professional experience includes previous roles with Security Distributors, Inc. and SunAmerica Securities, Inc. Bryce is a Series 6, 7, 24, 63 and 65 licensed professional. Bryce specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
OR
03/21/2024 - Present
Cetera Investment Advisers LLC (WILSONVILLE OR)
KS
11/21/2001 - 08/15/2018
SECURITY DISTRIBUTORS (TOPEKA KS)
AZ
07/22/1998 - 02/24/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 9/11/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/14/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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