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 Wise is a financial advisor with over 30 years of experience in the industry. He is currently registered with Mutual Advisors, LLC and holds Series 63, Series 65, and Series 7 licenses. Bruce has a strong background in financial planning, portfolio management, and insurance. Bruce also has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. He is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Bruce is a Certified Financial Planner™ professional and is a member of the Knights of Columbus.
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.
Hourly consulting
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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2
TX
04/22/2019 - Present
Mutual Advisors, LLC (Kingwood TX)
TX
10/30/2017 - 03/30/2018
SECURITIES AMERICA, INC. (KINGWOOD TX)
TX
03/01/2010 - 09/20/2017
WFG INVESTMENTS, INC. (KINGWOOD TX)
TX
01/26/2007 - 03/08/2010
LPL FINANCIAL CORPORATION (KINGWOOD TX)
TX
08/14/1992 - 04/02/2007
ROYAL ALLIANCE ASSOCIATES, INC. (BELLAIRE TX)
MA
03/20/1992 - 07/30/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/20/1992 - 07/30/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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