Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Branstine is a financial advisor with over 20 years of experience in the financial services industry. Bruce has a proven track record of providing personalized financial advice to individuals, families, and businesses. Bruce is a CERTIFIED FINANCIAL PLANNER™ and is committed to helping his clients achieve their financial goals. He specializes in providing comprehensive financial planning, investment management, and retirement planning services. Bruce is currently registered with Grove Point Advisors, LLC in Rockville, MD, as well as in Arizona and California. He previously worked with Edward Jones, First Allied Securities, Park Avenue Securities, and many other firms.
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.
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
CA
01/01/2025 - Present
Grove Point Advisors, LLC (Palm Desert CA)
CA
12/06/2019 - 02/03/2022
EQUITY SERVICES, INC. (NEWPORT BEACH CA)
CA
05/25/2018 - 09/10/2019
EDWARD JONES (Orange CA)
CA
06/27/2017 - 05/29/2018
FIRST ALLIED SECURITIES, INC. (ORANGE CA)
CA
09/27/2016 - 04/13/2017
PARK AVENUE SECURITIES LLC (NEWPORT BEACH CA)
CA
01/10/2014 - 04/21/2016
COMERICA SECURITIES (COSTA MESA CA)
CA
12/15/2011 - 12/17/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
SC
07/05/2011 - 11/02/2011
LPL FINANCIAL LLC (FORT MILL SC)
NC
04/29/2008 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
CA
06/27/2006 - 02/20/2008
NORTHERN TRUST SECURITIES, INC. (NEWPORT BEACH CA)
NJ
09/26/2003 - 06/22/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/12/2001 - 09/26/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
06/29/1992 - 02/16/1995
EQUICO SECURITIES, INC.
NA
06/29/1992 - 02/16/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BOTH
Issued 08/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/30/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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