Unclaimed
Bryce Schafer is a registered representative with MML Investors Services, LLC. Bryce has been in the financial industry for over 10 years and specializes in providing financial planning, portfolio management, and asset allocation programs to a variety of clients. Bryce is licensed in Pennsylvania and is dedicated to helping his 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
05/30/2018 - Present
MML Investors Services, LLC (MECHANICSBURG PA)
PA
06/24/2016 - 05/10/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (YORK PA)
PA
10/10/2013 - 06/29/2016
MML INVESTORS SERVICES, LLC (MECHANICSBURG PA)
BOTH
Issued 03/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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