Unclaimed
Royce Gittings is an investment advisor representative with Dunham & Associates Investment Counsel, Inc. Royce has been in the industry since 2005 and has a strong track record of success in the financial services industry. Royce has a deep understanding of the financial markets and a commitment to providing clients with personalized financial advice. Royce is dedicated to helping clients reach 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.
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.
Strategic management for diversified investment portfolios.
Asset-allocation services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
05/27/2022 - Present
Dunham & Associates Investment Counsel, Inc. (SAN DIEGO CA)
CA
08/22/2008 - 05/10/2022
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
NY
01/25/1999 - 03/13/2000
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/30/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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