Unclaimed
Bryce Mathie is a financial advisor with Equitable Advisors, LLC. Bryce has been in the industry since August 2018 and holds Series 66, Series 7, Series 24 and SIE licenses. Bryce currently serves clients in Alabama, California, Florida, Illinois, Kentucky, and Ohio. Bryce is also a board member for the Boys & Girls Club of Massillon.
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.
1
2
OH
06/19/2020 - Present
Equitable Advisors, LLC (CANTON OH)
BOTH
Issued 06/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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