Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Allen Cumbo is a financial advisor who has been in the industry since 1996. Bruce is currently registered with Allstate Financial Advisors, LLC in Greenville, NC. Bruce has previously been registered with FSC Securities Corporation, Investors Capital Corp., Securities America, Inc., UVEST Financial Services Group, Inc. and Morgan Stanley DW Inc. Bruce holds the Series 7, Series 63 and Series 66 licenses.
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.
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Third party advisory fees
1
2
NC
05/16/2023 - Present
Allstate Financial Advisors, LLC (Greenville NC)
NC
02/09/2015 - 05/02/2023
FSC SECURITIES CORPORATION (LEWISVILLE NC)
NC
08/15/2011 - 02/25/2015
INVESTORS CAPITAL CORP. (CLEMMONS NC)
NC
06/27/2005 - 08/22/2011
SECURITIES AMERICA, INC. (YADKINVILLE NC)
NC
05/03/2001 - 06/27/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
03/22/1996 - 05/01/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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