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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 B Gould is a financial advisor with over 25 years of experience. Bruce has been registered with Morgan Stanley since 2018, and previously worked at Merrill Lynch. Bruce is also a registered investment advisor in Connecticut and Texas. Bruce is licensed to offer securities and investment advisory services in all 50 states and Washington, D.C., as well as in Puerto Rico. Bruce's specialties include portfolio management, financial planning, and retirement planning. Bruce has a diverse client base, including individuals, families, businesses, and institutions. Bruce is committed to providing his clients with personalized financial advice and investment solutions to help them achieve their financial goals.
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
MA
06/15/2021 - Present
Morgan Stanley (Wellesley MA)
CT
02/04/2020 - 05/27/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MYSTIC CT)
CT
01/30/2018 - 01/21/2020
MORGAN STANLEY (WEST HARTFORD CT)
RI
10/23/2009 - 05/24/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
RI
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
NY
05/05/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NE
08/05/1994 - 03/31/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 11/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/20/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/13/2004
Series 4 - Registered Options Principal Examination
BC
Issued 04/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 06/28/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1994
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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