Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryce? Claim Your ProfileBryce Lewis Unruh is a financial advisor with over 35 years of experience in the industry. Bryce is registered with Wells Fargo Clearing Services, LLC and holds a variety of licenses and certifications including Series 3, 4, 6, 7, 24, 31, 53, 63, and 65. Bryce's previous experience includes positions with A. G. EDWARDS & SONS, INC., BANC ONE SECURITIES CORPORATION, JEFFERSON INVESTMENT SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, LINCOLN FINANCIAL ADVISORS CORPORATION, LINCOLN NATIONAL PENSION INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, and E. F. HUTTON & COMPANY INC. Bryce has a strong background in investment consulting services and offers a variety of services to individuals and businesses including financial planning, portfolio management, and selection of other advisors.
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.
Investment consulting services to institutional clients
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
IL
02/10/2017 - Present
Wells Fargo Clearing Services, LLC (PEORIA IL)
IL
04/06/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PEORIA IL)
IL
12/15/1992 - 04/07/1993
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
01/08/1992 - 12/22/1992
JEFFERSON INVESTMENT SERVICES, INC. (PEORIA IL)
NA
02/16/1988 - 03/29/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
08/21/1984 - 07/19/1988
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
08/21/1984 - 07/19/1988
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
06/01/1987 - 05/05/1988
E. F. HUTTON & COMPANY INC
NA
08/21/1984 - 04/09/1988
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
IA
Issued 03/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/15/1991
Series 4 - Registered Options Principal Examination
BC
Issued 12/20/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/21/1987
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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