Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Jones is a financial professional with over 25 years of experience in the financial services industry. Bruce has been registered with the Financial Industry Regulatory Authority (FINRA) since 1992. Bruce holds Series 7, 24, and 63 securities licenses, and is also a Chartered Financial Consultant. Bruce currently works at Concourse Financial Group Securities, Inc., a firm that provides a wide range of financial services, including financial planning, portfolio management, and investment advisory services. Previously, Bruce worked at MML Investors Services, LLC, LPL Financial LLC, Raymond James Financial Services, Inc., and ProEquities, Inc. Bruce has a history of serving clients of all sizes, including high-net-worth individuals, corporations, charitable organizations, and investment companies.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
02/09/2018 - Present
Concourse Financial Group Securities, Inc. (Saint Mary's OH)
IN
12/11/2015 - 02/12/2018
MML INVESTORS SERVICES, LLC (FORT WAYNE IN)
OH
07/07/2011 - 12/07/2015
LPL FINANCIAL LLC (CELINA OH)
OH
06/10/2011 - 07/15/2011
MML INVESTORS SERVICES, LLC (CELINA OH)
OH
04/07/1999 - 04/21/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (CELINA OH)
AL
05/23/1997 - 04/07/1999
PROEQUITIES, INC. (BIRMINGHAM AL)
FL
11/17/1992 - 05/29/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
OH
06/15/1992 - 11/19/1992
VESTAX SECURITIES CORPORATION (HUDSON OH)
BC
Issued 06/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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