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 Reed is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Bruce has been in the financial services industry since September 1978, working in various roles at firms like Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Quinn & Co., Inc., IDS Life Insurance Company, IDS Marketing Corporation, and Investors Diversified Services, Inc. Bruce is registered to provide investment advice in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Kansas, Michigan, Minnesota, Missouri, Nevada, New Mexico, Oklahoma, Oregon, Tennessee, Texas, Washington, and Wisconsin. Bruce has a strong track record of providing investment advice to individuals, businesses, and institutions.
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
NM
05/06/2021 - Present
Raymond James Financial Services Advisors, Inc. (LAS CRUCES NM)
NM
01/01/2008 - 05/26/2010
WELLS FARGO ADVISORS, LLC (LAS CRUCES NM)
NM
06/20/1985 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LAS CRUCES NM)
NA
07/19/1979 - 06/27/1985
QUINN & CO., INC.
NA
09/20/1978 - 11/20/1983
IDS LIFE INSURANCE COMPANY
NA
09/20/1978 - 11/20/1983
IDS MARKETING CORPORATION
NA
09/20/1978 - 11/20/1983
INVESTORS DIVERSIFIED SERVICES, INC.
BOTH
Issued 03/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/14/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1985
Series 3 - National Commodity Futures Examination
BC
Issued 09/15/1979
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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