Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryce? Claim Your ProfileBryce Whitaker is a financial advisor with Wells Fargo Clearing Services, LLC, in West Des Moines, IA. Bryce has been in the financial industry since 2015 and has a diverse background in financial services, including experience with Raymond James Financial Services, Inc. and LPL Financial LLC. Bryce holds Series 6, 7, 63 and 65 licenses and has experience working with various clients, including individuals, families, and businesses. Bryce is committed to providing personalized financial advice and helping clients achieve their financial goals.
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
IA
02/28/2024 - Present
Wells Fargo Clearing Services, LLC (WEST DES MOINES IA)
NE
07/21/2022 - 03/13/2024
LPL FINANCIAL LLC (OMAHA NE)
IA
12/15/2020 - 08/10/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Clive IA)
IA
09/30/2019 - 11/17/2020
WELLS FARGO CLEARING SERVICES, LLC (ANKENY IA)
CA
05/23/2017 - 01/05/2018
J.P. MORGAN SECURITIES LLC (LAGUNA NIGUEL CA)
IA
06/08/2015 - 04/05/2017
WELLS FARGO CLEARING SERVICES, LLC (WEST DES MOINES IA)
IA
Issued 07/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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