Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Ward is a financial advisor with over 30 years of experience in the financial services industry. Bruce is a CERTIFIED FINANCIAL PLANNER™ professional, a CHARTERED FINANCIAL CONSULTANT, and currently affiliated with Cutter & Company, Inc. Bruce has held previous positions with MML Investors Services, LLC., MSI Financial Services, Inc., New England Securities, and Park Avenue Securities LLC. Bruce provides financial planning and portfolio management services to individual clients, families, and businesses.
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.
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.
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2
MO
06/12/2021 - Present
Cutter & Company, Inc. (BALLWIN MO)
MO
03/25/2017 - 04/22/2021
MML INVESTORS SERVICES, LLC (Chesterfield MO)
MO
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ST. LOUIS MO)
MO
11/14/2007 - 01/02/2015
NEW ENGLAND SECURITIES (ST. LOUIS MO)
MO
05/03/1999 - 11/05/2007
PARK AVENUE SECURITIES LLC (ST LOUIS MO)
NY
09/03/1991 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 04/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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