Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Alfred D'agostini is a registered representative with Wells Fargo Clearing Services, LLC. Bruce is a registered investment advisor representative in Arizona and has been in the industry for over 20 years. He specializes in portfolio management for businesses and individuals, and provides financial planning and investment consulting services. Bruce is a well-rounded professional with a background in various financial services firms, including AXA Advisors, LLC, Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. He is committed to providing personalized service and tailored solutions to meet his clients' financial goals.
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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2
AZ
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
AZ
03/19/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (TEMPE AZ)
AZ
03/31/2005 - 03/23/2010
WELLS FARGO ADVISORS, LLC (TEMPE AZ)
NY
04/07/2003 - 02/14/2005
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 11/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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