Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Randolph Bruce is a financial advisor with over 50 years of experience in the industry. Allen is a registered representative with ON Investment Management Co. and holds several industry licenses and designations, including the Series 7, Series 63, Series 65, and the Chartered Financial Consultant designation. Allen has extensive experience providing financial planning, investment advisory, and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. Allen was previously registered with H. Beck, Inc., Valmark Securities, Inc., Mutual Service Corporation, and Manequity, Inc. Allen has a strong commitment to providing personalized financial guidance and helping 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
MD
09/13/2023 - Present
ON Investment Management Co. (SILVER SPRING MD)
MD
02/01/2005 - 01/09/2014
H. BECK, INC. (SILVER SPRING MD)
OH
01/02/2002 - 02/01/2005
VALMARK SECURITIES, INC. (AKRON OH)
MA
02/01/1989 - 01/08/2002
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
03/22/1978 - 02/08/1989
MANEQUITY, INC. (BOSTON MA)
NA
07/17/1973 - 03/17/1978
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 01/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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