Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Christophe Agee is a financial advisor registered with Osaic Wealth, Inc. based in MELVILLE, NY. Bruce has over 50 years of experience in the financial industry. Bruce is a registered representative and has passed several financial industry exams, including the Series 7, Series 6, SIE and Series 1. Bruce has a wide range of experience working with individual investors, pension and profit sharing plans, charitable organizations, and businesses. Bruce focuses on financial planning, portfolio management and selection of other advisors. Bruce is also active in the communities he serves.
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.
1
2
NY
11/02/2018 - Present
Osaic Wealth, Inc. (MELVILLE NY)
NY
10/01/1999 - 11/02/2018
SIGNATOR INVESTORS, INC. (MELVILLE NY)
MA
08/15/1994 - 07/26/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
08/15/1994 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
06/27/1972 - 04/22/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/27/1972 - 04/22/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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