Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lily? Claim Your ProfileLily Pryce is a financial advisor with Wells Fargo Clearing Services, LLC. Lily has over 20 years of experience in the financial services industry. Lily is registered with the state of Florida and has a Series 6, 7, 63, and 65 licenses. Lily also holds the Certified Financial Planner designation. Prior to joining Wells Fargo Clearing Services, LLC, Lily was a financial advisor with BB&T Investment Services, Inc. and Chase Investment Services Corp.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/14/2017 - Present
Wells Fargo Clearing Services, LLC (PALM CITY FL)
FL
04/12/2010 - 09/01/2017
BB&T INVESTMENT SERVICES, INC. (STUART FL)
FL
05/02/2009 - 04/13/2010
CHASE INVESTMENT SERVICES CORP. (JENSEN BEACH FL)
FL
07/13/2004 - 05/02/2009
WAMU INVESTMENTS, INC. (JENSEN BEACH FL)
MI
07/23/2001 - 07/06/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 10/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lily Pryce is the right advisor for you? Invested Better is here to help.
