Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Larsen is a financial advisor with over 40 years of experience in the financial services industry. Bruce has a broad range of experience, having held positions with several firms, including E. F. Hutton & Company Inc, Shearson Lehman Hutton Inc., LPL Financial LLC and Triad Advisors LLC. Bruce is currently registered as a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc.. Bruce is also a Certified Financial Planner (CFP) and holds Series 63, 65, 7, 24 and SIE licenses. Bruce specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Bruce is dedicated to providing personalized service and helping his clients achieve their 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.
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
CO
08/23/2024 - Present
Osaic Wealth, Inc. (COLORADO SPRINGS CO)
CO
03/26/2014 - 08/23/2024
TRIAD ADVISORS LLC (COLORADO SPRINGS CO)
CO
01/03/1990 - 03/05/2014
LPL FINANCIAL LLC (COLORADO SPRINGS CO)
NY
02/15/1988 - 01/24/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
12/24/1981 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 02/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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