Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce A. Miller is a financial advisor who has been in the industry since March 24, 1969. He is currently registered with Osaic Wealth, Inc. and previously worked at Woodbury Financial Services, Inc., AXA Advisors, LLC, MONY Securities Corporation, Metropolitan Life Insurance Company and The Mutual Life Insurance Company of New York. Bruce specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. He is licensed to operate in California.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/19/2024 - Present
Osaic Wealth, Inc. (LAFAYETTE CA)
CA
06/18/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LAFAYETTE CA)
CA
09/24/2007 - 02/06/2019
WOODBURY FINANCIAL SERVICES, INC. (LAFAYETTE CA)
CA
06/01/2005 - 10/04/2007
AXA ADVISORS, LLC (OAKLAND CA)
NY
07/27/1973 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
04/16/1992 - 05/07/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
11/14/1968 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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