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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 Beagley is an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in HINGHAM, MA. Bruce has been in the securities industry since November 14, 2013. Bruce is a registered investment advisor in Connecticut and Texas. Bruce has been associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since September 2013. Bruce is also a registered investment advisor in Massachusetts and is registered with FINRA. Bruce holds the following licenses: Series 66, Series 9, Series 10, Series 31, SIE, and Series 7. Bruce has experience working with individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MA
06/10/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HINGHAM MA)
BOTH
Issued 12/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/16/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/05/2024
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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