Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Meyer is a financial advisor with Beacon Pointe Advisors, LLC. Bruce has been in the financial services industry since 1997. Bruce has a strong background in providing financial advice to individuals and families, as well as to businesses and institutions. Bruce holds the Series 7, Series 63, and Series 65 licenses. Bruce is a managing director/partner at Beacon Pointe Advisors, LLC. Bruce is also an independent insurance agent and is licensed to sell insurance products. Bruce has a broad range of experience in the financial services industry and is committed to providing clients with personalized, high-quality financial advice.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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AZ
05/06/2020 - Present
Beacon Pointe Advisors, LLC (SCOTTSDALE AZ)
AZ
03/01/2011 - 04/05/2023
PURSHE KAPLAN STERLING INVESTMENTS (SCOTTSDALE AZ)
AZ
06/02/2005 - 03/14/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (SCOTTSDALE AZ)
NY
09/18/2003 - 06/02/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
MD
07/08/1997 - 09/16/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 04/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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