Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Douglas Berry has been working in the financial industry since April 8, 1997. Bruce is currently registered as a registered representative with LPL Financial LLC in Novi, Michigan. Bruce has also held positions with Cambridge Investment Research, Inc. and Commonwealth Financial Network. Bruce holds the Series 7, Series 63, and Series 65 licenses. Bruce specializes in providing financial planning, portfolio management, and educational seminars. Bruce also provides consulting and other non-discretionary advisory 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.
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.
Consulting and other non-discretionary advisory services
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
MI
05/05/2022 - Present
LPL Financial LLC (NOVI MI)
MI
08/16/2001 - 05/06/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Novi MI)
MA
04/20/2001 - 06/19/2001
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
OH
02/13/2000 - 04/23/2001
SKY INVESTMENTS, INC. (BRYAN OH)
NE
04/05/1999 - 02/15/2000
SECURITIES AMERICA, INC. (LAVISTA NE)
SC
10/28/1997 - 04/14/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
02/11/1997 - 10/29/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/11/1997 - 10/29/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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