Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Slater is a financial advisor with over 35 years of experience in the industry. Bruce has been registered with Osaic Wealth, Inc. since September 2023. Before joining Osaic Wealth, Inc., Bruce was a financial advisor with SAGEPOINT FINANCIAL, INC. from March 2016 to September 2023. Bruce has also held positions at TRANSAMERICA FINANCIAL ADVISORS, INC, MARINER FINANCIAL SERVICES, INC., ROBERT W. BAIRD & CO. INCORPORATED, and NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. Bruce is licensed to sell securities in 40 states and holds the Series 6, 7, 22, 24, 51 and 63 licenses. Bruce is a Chartered Financial Consultant and is a member of the National Association of Personal Financial Advisors.
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
MI
09/01/2023 - Present
Osaic Wealth, Inc. (NORTHVILLE MI)
MI
03/04/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (NORTHVILLE MI)
MI
06/12/1997 - 03/17/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (NORTHVILLE MI)
FL
06/25/1991 - 06/12/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
WI
03/24/1988 - 08/16/1991
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
11/14/1986 - 08/16/1991
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
BC
Issued 04/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/27/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1990
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/12/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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