Unclaimed
Bruce Linger is a financial advisor with over 30 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and has offices in Paramus, NJ. Bruce has a diverse background, having worked with a variety of firms throughout his career. He holds several licenses and certifications, including the Series 6, Series 63, and SIE exams. Bruce is a Certified Financial Planner and offers a range of services, including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
1
2
NJ
01/24/2025 - Present
Osaic Wealth, Inc. (PARAMUS NJ)
IN
09/25/1990 - 04/03/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AZ
10/15/1996 - 08/13/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IN
09/25/1990 - 08/03/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
WI
10/20/1988 - 06/04/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
07/27/1987 - 10/11/1988
BNL SECURITIES INC.
BC
Issued 08/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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