Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Woodbury is a financial advisor with over 20 years of experience in the industry. Bruce currently works with LPL Financial LLC in Rancho Cordova, California. Bruce is registered with the state of Texas and California. Bruce has a Series 6, 7, 24, 63, and 65 license. Bruce has worked previously with EDWARD JONES, MONY SECURITIES CORPORATION, and PRUCO SECURITIES CORPORATION. Bruce is a Registered Representative and Investment Adviser Representative.
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
CA
01/03/2020 - Present
LPL Financial LLC (RANCHO CORDOVA CA)
CA
09/05/2001 - 03/25/2009
EDWARD JONES (FOLSOM CA)
NY
04/09/2001 - 05/24/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
NJ
03/10/1994 - 12/19/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 04/09/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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