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 Klootwyk is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Bismarck, ND. Bruce has been in the financial services industry since November 1981, providing investment advice and wealth management services to individuals, families, and businesses. Bruce has a diverse background, having previously worked for Citigroup Global Markets Inc. and Lehman Brothers Inc. Bruce holds Series 7 and 63 securities licenses and is registered with the state of North Dakota, as well as several other states, including Minnesota, Tennessee, and Virginia.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ND
05/11/2009 - Present
Raymond James Financial Services Advisors, Inc. (BISMARCK ND)
ND
07/31/1993 - 05/14/2009
CITIGROUP GLOBAL MARKETS INC. (BISMARK ND)
NY
05/14/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/27/1982 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
11/23/1981 - 11/09/1982
DEAN WITTER REYNOLDS INC.
BC
Issued 11/16/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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