Unclaimed
Bruce Blair Murray is an Investment Advisor Representative at Wilmington Trust Investment Advisors, Inc., located in Bridgeport, CT. Bruce has been in the financial services industry for over 20 years. Prior to joining Wilmington Trust, Bruce worked at People’s Securities, Inc. and GE Investment Distributors, Inc. Bruce has a Series 6, 7, 31, 63 and 66 licenses as well as the Securities Industry Essentials Examination (SIE). Bruce has a strong track record of providing personalized investment advice to individuals, families, businesses, and institutional clients. Bruce has specializations in asset allocation, economic analysis and capital markets forecasting, lease advisory staff to affiliates, and pension consulting.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation, economic analysis and capital markets forecasting, lease advisory staff to affiliates
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.
1
2
CT
09/11/2024 - Present
Wilmington Trust Investment Advisors, Inc. (Bridgeport CT)
CT
10/04/2016 - 09/07/2022
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
CT
08/15/2007 - 09/30/2014
GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)
CT
12/14/2000 - 07/27/2007
COMMONFUND SECURITIES, INC. (WILTON CT)
MO
10/01/2000 - 10/20/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
06/09/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 05/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 12/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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