Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Hatter has been in the financial industry since 1997. Bruce is a Registered Representative and Investment Advisor Representative, and is currently affiliated with Concourse Financial Group Securities, Inc. Bruce holds multiple securities licenses, including Series 6, 7, 63 and 65. Bruce is also a Chartered Financial Consultant. Concourse Financial Group Securities, Inc. is an independent firm based in Birmingham, AL. The firm has approximately 109 clients, and manages over $4.37 billion in assets. The firm specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
08/24/2000 - Present
Concourse Financial Group Securities, Inc. (Waynesboro VA)
IA
Issued 08/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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