Unclaimed
Bruce Avery Baldwin is a financial advisor with Lincoln Financial Distributors, Inc. Bruce has been in the financial services industry since June 3, 1985. Bruce holds the Series 7 and Series 63 licenses. Bruce is registered with the state of Connecticut.
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.
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.
1
2
PA
09/14/2007 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
CT
11/17/1997 - 09/07/2007
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
03/27/1996 - 08/21/1997
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
NA
08/06/1991 - 01/16/1996
G. R. PHELPS & CO., INC.
PA
12/18/1984 - 07/31/1991
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
BC
Issued 02/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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