Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Alden is a financial advisor at Edelman Financial Engines, a firm with over $270 billion in assets under management. Bruce has been in the industry since 1987. Bruce has a Series 7, Series 6, Series 3 and Series 63 license. He has also passed the SIE exam. Bruce Alden provides financial planning services to individuals, businesses, and retirement plans. Bruce specializes in helping clients with retirement planning, investment management, and wealth management. He is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Bruce is passionate about helping his clients make informed financial decisions and plan for a secure future.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
GA
01/08/2020 - Present
Edelman Financial Engines (ATLANTA GA)
GA
12/18/2015 - 04/29/2016
LPL FINANCIAL LLC (ATLANTA GA)
GA
01/15/2015 - 12/21/2015
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
05/15/2012 - 01/09/2014
NYLIFE SECURITIES LLC (WALESKA GA)
TX
12/13/1994 - 12/11/1996
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 03/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/11/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
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