Verified
Bruce Shay is a financial advisor with over several years of experience in the industry. Bruce is currently registered with Mutual OF Omaha Investor Services, Inc.. Bruce has previously been registered with a variety of firms over their career. Bruce has passed the various exams. Bruce also holds the no known designation. Bruce specializes in 1, 4, 6 and provides advisory services to a wide range of clients, offering personalized financial strategies for growth and risk management.
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.
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.
Promoter fees and third party money manager fees
1
2
AZ
10/31/2024 - Present
Mutual OF Omaha Investor Services, Inc. (PHOENIX AZ)
Active
Inactive
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