Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryce? Claim Your ProfileBryce Putnam Heringer is a financial advisor with Mariner Independent. Bryce has been in the financial services industry since 1998. Bryce is registered to provide investment advice in California and Oregon. Bryce's specializations include Financial planning, Pension consulting, Selection of other advisors, Portfolio management for businesses, and Portfolio management for individuals.
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.
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.
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2
CA
06/05/2018 - Present
Mariner Independent (San Carlos CA)
CA
06/09/2004 - 11/03/2016
LORING WARD SECURITIES INC. (San Jose CA)
CA
09/21/2000 - 11/28/2000
HOEFER & ARNETT, INCORPORATED (SAN FRANCISCO CA)
NY
08/26/1999 - 08/15/2000
BNY ESI & CO., INC. (NEW YORK NY)
CA
01/01/1999 - 04/28/1999
RWB SECURITIES INC. (SAN JOSE CA)
CA
03/11/1998 - 01/01/1999
REINHARDT WERBA BOWEN SECURITIES, INC. (SAN JOSE CA)
CA
08/27/1997 - 11/17/1997
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 09/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/06/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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