Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles A. Bryce is a financial advisor with over 20 years of experience in the industry. Charles is currently registered with J.p. Morgan Securities LLC and has been with the firm since October 2012. Previously, Charles has been registered with firms such as Chase Investment Services Corp, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. Charles has a wide range of experience and expertise in the financial industry, including experience working with high net worth individuals, corporations, and institutions. Charles is also active in the community and is a religious instructor.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (North Richland Hills TX)
TX
06/22/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
10/23/2009 - 06/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
06/07/2000 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CONROE TX)
BOTH
Issued 08/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/16/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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