Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Brundige is a financial advisor at LPL Financial LLC. Bruce has been in the financial industry since 1988. He has a strong background in financial planning and consulting, and he is committed to helping his clients achieve their financial goals. Bruce is registered with FINRA and holds the Series 6, 7, 63 and 65 licenses. Bruce is also registered to provide investment advisory services in Washington and Texas. In addition to LPL Financial, Bruce is also associated with Financial Advocates Advisory Services, LLC, and Truluma. He has a broad range of experience working with high-net-worth individuals, corporations, charitable organizations, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
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2
WA
10/16/2000 - Present
LPL Financial LLC (SEATTLE WA)
MN
05/17/1999 - 09/06/2000
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
CA
03/08/1995 - 05/17/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
OH
03/17/1993 - 03/02/1995
KEY BROKERAGE COMPANY, INC. (CLEVELAND OH)
VA
05/23/1991 - 03/20/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
07/05/1990 - 05/10/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/05/1990 - 05/10/1991
EQUITABLE VARIABLE LIFE INSURANCE COMPANY (NEW YORK NY)
NY
07/05/1990 - 05/10/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NJ
06/27/1988 - 06/01/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/27/1988 - 06/01/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 02/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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