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 Patterson is a financial advisor in Fort Wayne, Indiana. Bruce has over 40 years of experience in the financial services industry. Bruce is currently registered with Harbour Investments, Inc. and has previously been registered with Securities America, Inc., Fintegra, LLC, Questar Capital Corporation, Mutual Service Corporation, VESTAX Securities Corporation, ING America Equities, Inc., LINSCO/Private Ledger Corp., American United Life Insurance Company, and AUL Equity Sales Corp. Bruce's areas of specialization include retirement planning, college savings, and investment management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
02/04/2020 - Present
Harbour Investments, Inc. (Fort Wayne IN)
IN
07/16/2015 - 05/25/2016
SECURITIES AMERICA, INC. (FORT WAYNE IN)
IN
10/16/2007 - 07/22/2015
FINTEGRA, LLC (FORT WAYNE IN)
IN
09/02/2003 - 10/16/2007
QUESTAR CAPITAL CORPORATION (FORT WAYNE IN)
MA
06/11/2002 - 09/02/2003
MUTUAL SERVICE CORPORATION (BOSTON MA)
OH
11/12/1997 - 06/17/2002
VESTAX SECURITIES CORPORATION (HUDSON OH)
PA
08/18/1994 - 06/12/2002
ING AMERICA EQUITIES, INC. (WEST CHESTER PA)
SC
06/08/1995 - 11/12/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IN
05/02/1977 - 01/22/1992
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
05/02/1977 - 01/22/1992
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
IA
Issued 11/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/26/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Bruce Patterson is the right advisor for you? Invested Better is here to help.
