Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Anderson Self is a financial advisor with Hirtle, Callaghan & Co., LLC. Bruce has a background in the financial industry, with prior experience at Truist Investment Services, Inc. and PNC. Bruce holds the Series 3, 7, 24 and 63 securities licenses and is a Chartered Financial Analyst.
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.
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.
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.
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.
1
2
PA
01/16/2024 - Present
Hirtle, Callaghan & CO., LLC (WEST CONSHOHOCKEN PA)
PA
05/25/2022 - 10/10/2023
TRUIST INVESTMENT SERVICES, INC. (KING OF PRUSSIA PA)
BC
Issued 08/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2022
Series 24 - General Securities Principal Examination
BC
Issued 02/16/2024
Series 3 - National Commodity Futures Examination
BC
Issued 05/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Bruce Self is the right advisor for you? Invested Better is here to help.
