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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Almo French is an investment advisor representative with Morgan Stanley, a firm that manages between $10 billion and $50 billion in assets. Bruce has been in the financial services industry since 1998. Bruce holds Series 7, 31 and 63 securities licenses and Series 65 investment advisor licenses. Bruce also has a trust and investment related role as a trustee/co-trustee for a trust in Oxford, Michigan. Bruce is registered as an investment advisor and broker in Michigan and Texas. Morgan Stanley provides investment advice to a wide range of clients, including high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Bruce specializes in investment advice, asset allocation, financial planning and portfolio 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
04/08/2020 - Present
Morgan Stanley (Rochester MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM MI)
MI
08/20/1998 - 04/02/2007
MORGAN STANLEY DW INC. (ROCHESTER MI)
IA
Issued 09/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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