Unclaimed
Bruce Allen Wisler is a financial professional with over 20 years of experience in the industry. Bruce is registered with USA Financial Securities LLC in Indiana and Michigan. Bruce is also a Registered Representative (Series 7) and has a Series 66 license. Prior to joining USA Financial Securities, Bruce worked at Chase Investment Services Corp., BANC One Securities Corporation and American Express Financial Advisors Inc.. Bruce’s professional background includes experience in financial planning, portfolio management for individuals, and selection of other advisors.
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
MI
12/04/2014 - Present
USA Financial Securities LLC (ADA MI)
IL
07/06/2005 - 10/05/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
10/21/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
05/08/2000 - 10/13/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/08/2000 - 10/13/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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