Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Bird is a financial advisor with over 13 years of experience in the industry. Bruce is currently registered with Wells Fargo Clearing Services, LLC in Winston Salem, North Carolina. Bruce has held previous positions with Edward Jones and Pruco Securities, LLC. Bruce is licensed to provide investment advice in North Carolina.
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.
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.
Investment consulting services to institutional clients
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.
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NC
05/11/2023 - Present
Wells Fargo Clearing Services, LLC (WINSTON SALEM NC)
NC
01/20/2023 - 04/13/2023
EDWARD JONES (BERMUDA RUN NC)
NC
06/24/2019 - 01/26/2023
WELLS FARGO CLEARING SERVICES, LLC (CLEMMONS NC)
NC
12/21/2017 - 04/12/2019
EDWARD JONES (ADVANCE NC)
UT
11/04/2015 - 08/21/2017
PRUCO SECURITIES, LLC. (SOUTH JORDON UT)
UT
01/29/2014 - 12/03/2014
HORNOR, TOWNSEND & KENT, INC. (SALT LAKE CITY UT)
UT
06/28/2013 - 01/13/2014
MML INVESTORS SERVICES, LLC (SALT LAKE CITY UT)
UT
01/22/2009 - 06/05/2013
SECURIAN FINANCIAL SERVICES, INC. (SALT LAKE CITY UT)
BOTH
Issued 02/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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