Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Corcoran is an active investment advisor representative with USI Advisors. Bruce has been in the industry since September 9, 1998. Bruce is registered in North Carolina. Bruce has worked for various financial services firms, including ICMA-RC Services, LLC, Horace Mann Investors, Inc. and TIAA-CREF Individual & Institutional Services, LLC. Bruce holds Series 6, 7, 24, 26, 51, 63, and 66 securities licenses. USI Advisors provides a variety of services to clients, including financial planning, portfolio management, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Seminars and consultations
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
NC
07/16/2024 - Present
USI Advisors (Charlotte NC)
DC
06/13/2018 - 03/12/2021
ICMA-RC SERVICES, LLC (WASHINGTON DC)
IL
07/07/2016 - 05/29/2018
HORACE MANN INVESTORS, INC. (SPRINGFIELD IL)
NC
11/04/2009 - 03/05/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
11/04/2009 - 08/06/2010
TEACHERS PERSONAL INVESTORS SERVICES, INC. (CHARLOTTE NC)
NV
05/17/1999 - 12/03/2008
AIG RETIREMENT ADVISORS, INC. (LAS VEGAS NV)
TX
03/24/1993 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 06/18/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/11/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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