Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Berman is a financial advisor with over 40 years of experience in the industry. Bruce is currently registered as a Registered Representative with Silver Oak Securities, Inc. Bruce has a strong track record of success in providing financial planning and investment management services to individual clients. He is dedicated to helping clients achieve their financial goals and works closely with them to develop personalized strategies.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
11/07/2024 - Present
Silver OAK Securities, Inc. (Wilmette IL)
GA
04/22/1997 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
MN
08/11/1982 - 05/06/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/11/1982 - 05/06/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
08/11/1982 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 09/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/10/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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