Unclaimed
Bruce Reeves is a financial advisor with Stratos Wealth Partners, Ltd., an independent investment advisor firm. Bruce has been in the financial services industry since 1998. Bruce is registered with the state of Pennsylvania as both a broker-dealer and an investment advisor. He is also registered with FINRA. Bruce's specializations include retirement planning, insurance, and estate planning.
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.
Percentage of assets under management with third party managers
1
2
PA
01/25/2023 - Present
Stratos Wealth Partners, Ltd. (Glen Mills PA)
MA
12/08/2009 - 01/17/2023
LPL FINANCIAL LLC (BOSTON MA)
DE
07/18/2008 - 10/28/2009
NATIONWIDE INVESTMENT SERVICES CORPORATION (NEWARK DE)
DE
05/10/2006 - 10/28/2009
NATIONWIDE SECURITIES, LLC (NEWARK DE)
DE
05/10/2006 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
PA
09/18/1997 - 03/06/2006
NF CLEARING, INC. (PHILADELPHIA PA)
IA
Issued 02/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/1999
Series 4 - Registered Options Principal Examination
BC
Issued 05/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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