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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce David Swanson is a financial advisor with Portfolio Design Services, LLC. Bruce is licensed and registered to provide investment advisory services in Virginia, Wisconsin and the Virgin Islands. Bruce's firm provides financial planning, pension consulting and portfolio management services to individuals, corporations and charitable organizations. Bruce has experience in the financial services industry and holds a Series 3, 5, 7, 8, 15, 63, 65 and 66 licenses. Bruce has been affiliated with Portfolio Design Services, LLC since May 2004.
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.
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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WI
01/01/2025 - Present
Portfolio Design Services, LLC (RIVER FALLS WI)
OH
11/01/2002 - 07/01/2004
VALMARK SECURITIES, INC. (AKRON OH)
FL
07/14/1997 - 03/03/2004
DALE K. EHRHART, INC. (VENICE FL)
NJ
01/16/1995 - 03/10/1995
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NJ
04/18/1994 - 12/31/1994
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NY
06/06/1983 - 07/23/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 01/03/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/23/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/26/1989
Series 15 - Foreign Currency Options Examination
BC
Issued 07/26/1989
Series 5 - Interest Rate Options Examination
BC
Issued 05/29/1984
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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