Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Bateman is a financial advisor who has been in the industry since June 13, 1986. Bruce is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since January 2009. Bruce has been registered in several states, including Arizona, Georgia, Indiana, Maryland, Nebraska, Nevada, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Bruce holds Series 63, Series 65, Series 7 and SIE licenses. Bruce Bateman has experience providing financial planning services to individuals and businesses. Bruce Bateman has been with Raymond James Financial Services Advisors, Inc. for over 15 years and has a wealth of experience in the financial services industry.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (BUTLER PA)
NA
03/28/1989 - 08/12/1989
AMOS-LEE SECURITIES, INC.
NA
06/25/1987 - 03/14/1989
PRUDENTIAL-BACHE SECURITIES INC.
NA
05/19/1986 - 06/11/1987
AMERICAN INVESTORS OF PITTSBURGH, INC.
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bruce Bateman is the right advisor for you? Invested Better is here to help.
