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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 Dunbar is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Ann Arbor, MI. Bruce has over 40 years of experience in the financial services industry. He has a wide range of experience, including providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Bruce holds a variety of licenses and certifications, including the Series 7, 9, 10, 63, and 65. Bruce is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
Hourly & fixed rate 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.
Per participant (erisa)
1
2
MI
01/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (ANN ARBOR MI)
WI
11/18/1997 - 08/13/2003
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MI
03/23/1990 - 11/19/1997
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NA
01/25/1982 - 03/23/1990
SMITH, HAGUE & CO., INCORPORATED
IA
Issued 11/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/02/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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