Unclaimed
Bryce Milan Torain is a financial professional with Next Financial Group, Inc. Bryce specializes in investment advisory services and has over two years of experience in the financial industry. Bryce holds the Series 6TO and SIE licenses. Bryce is located in Newport Beach, CA.
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.
Seminar/workshop attendance fees
1
2
CA
03/09/2023 - Present
Next Financial Group, Inc. (NEWPORT BEACH CA)
BC
Issued 03/09/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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