Unclaimed
Bryce Williams is a financial advisor with Stratos Wealth Partners, Ltd. in Marshalltown, IA. Bryce holds licenses to operate in multiple states including Arizona, Arkansas, Florida, Georgia, Illinois, Iowa, Minnesota, Missouri, Nebraska, North Carolina, and Texas. Bryce has been a licensed professional in the financial services industry since 2020. Bryce Williams specializes in providing financial planning, pension consulting, and educational seminars to individuals and businesses.
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.
Percentage of assets under management with third party managers
1
2
IA
10/01/2020 - Present
Stratos Wealth Partners, Ltd. (Marshalltown IA)
BOTH
Issued 09/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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