Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Davis is a financial professional with over 24 years of experience in the industry. Bruce is registered as an Investment Advisor Representative with Buck Wealth Strategies, LLC. Bruce's previous experience includes positions at Prudential Insurance Company of America, Pruco Securities, LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and National Planning Corporation. Bruce is a Series 7, Series 63, and Series 65 licensed professional. Bruce specializes in providing financial planning, portfolio management for individuals and pension consulting services.
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.
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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CO
08/26/2024 - Present
Buck Wealth Strategies, LLC (DENVER CO)
NJ
10/14/2021 - 07/25/2024
PRUCO SECURITIES, LLC. (NEWARK NJ)
NY
09/05/2013 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
CO
08/19/2010 - 08/30/2013
NATIONAL PLANNING CORPORATION (DENVER CO)
CO
01/21/2010 - 08/02/2010
CURIAN CLEARING, LLC (DENVER CO)
CO
10/16/2007 - 12/31/2009
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
08/09/2007 - 10/01/2007
NEW ENGLAND SECURITIES (AURORA CO)
CO
07/20/2006 - 08/20/2007
MML INVESTORS SERVICES, INC. (DENVER CO)
CO
03/08/2004 - 07/11/2006
PRUCO SECURITIES, LLC. (ENGLEWOOD CO)
TN
01/15/2003 - 01/07/2004
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
NY
08/05/2002 - 12/17/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
10/19/2000 - 08/02/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
07/11/2000 - 10/20/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
07/08/1998 - 06/09/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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