Unclaimed
Bruce Dehaan is an active investment advisor representative in Iowa for Voya Financial Advisors, Inc., a firm that provides financial planning, portfolio management for individuals and businesses, and educational seminars. Bruce has been in the industry since 2010. He has a Series 66 license and has passed the General Securities Principal Examination (Series 24). He is registered with the state of Iowa and holds a Series 7 license. Bruce has been employed by Voya Financial Advisors, Inc. since September 2014.
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.
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
IA
08/04/2015 - Present
Voya Financial Advisors, Inc. (West Des Moines IA)
WI
03/08/2010 - 10/10/2013
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
BOTH
Issued 04/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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