Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Beaty is a financial advisor with Madison Avenue Securities, LLC. Bruce is a financial professional with over 20 years of experience. Bruce holds the Series 6 and Series 63 licenses and is a Chartered Financial Consultant. Bruce has worked for several financial firms during his career including GWN Securities Inc., Legacy Financial Services, Inc., Directed Services, Inc., Brenton Investments, Inc. and The O.N. Equity Sales Company. Bruce has worked as a financial consultant and advisor in various firms including Asset Marketing Systems and OnPointe Advisory and Financial Services, LLC.
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.
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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CA
06/11/2020 - Present
Madison Avenue Securities, LLC (San Diego CA)
CA
11/19/2009 - 09/14/2010
GWN SECURITIES INC. (PETALUMA CA)
CA
01/18/2006 - 11/14/2007
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
PA
01/10/2001 - 08/27/2003
DIRECTED SERVICES, INC. (WEST CHESTER PA)
MN
08/11/1998 - 07/01/1999
BRENTON INVESTMENTS, INC. (PLYMOUTH MN)
OH
09/24/1997 - 07/14/1998
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
BC
Issued 03/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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