Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryce? Claim Your ProfileBryce Schulzke is an investment advisor representative with Raymond James & Associates, Inc.. Bryce has been in the financial services industry since 2008. Prior to joining Raymond James & Associates, Inc., Bryce was employed with Morgan Stanley Smith Barney and Morgan Stanley & Co., Inc. Bryce is registered with FINRA and is licensed in 53 states. Bryce holds a Series 7, 9, 10, 63 and 66 licenses and holds FINRA's SIE Certification. Bryce provides financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars.
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.
Please see note in schedule d - miscellaneous
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
UT
12/03/2020 - Present
Raymond James & Associates, Inc. (Salt Lake City UT)
UT
06/01/2009 - 12/21/2020
MORGAN STANLEY (SOUTH JORDAN UT)
UT
08/12/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SOUTH JORDAN UT)
BOTH
Issued 04/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2013
Series 4 - Registered Options Principal Examination
BC
Issued 03/25/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/31/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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