Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Allan Favorat is a financial advisor registered with Osaic Wealth, Inc. Bruce has over 40 years of experience in the financial industry. Bruce is also an independent insurance producer. Bruce is a Certified Financial Planner and has earned the Series 63, 24, 7, and SIE licenses. Bruce specializes in retirement planning, investment management, and insurance.
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
MA
06/14/2024 - Present
Osaic Wealth, Inc. (NORTH Reading MA)
MA
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (NORTH Reading MA)
MA
04/04/2012 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (NORTH Reading MA)
MA
09/01/1994 - 04/04/2012
SECURITIES AMERICA, INC. (NORTH ANDOVER MA)
AZ
11/19/1989 - 09/12/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
10/13/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/25/1983 - 10/11/1983
PENN MUTUAL EQUITY SERVICES, INC.
BC
Issued 08/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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