Unclaimed
Bruce Hibma is a financial advisor at Morgan Stanley with over 40 years of experience in the industry. Bruce holds a Series 3, Series 5, Series 7, and Series 63 licenses, as well as the Securities Industry Essentials (SIE) Exam. Bruce is registered to provide advisory services in 36 states and is also a licensed investment advisor representative in Texas. Bruce has previously worked at UBS PaineWebber Inc., Morgan Stanley DW Inc., and Morgan Stanley & Co. Incorporated. Bruce is currently teaching an online course related to economics and/or business at Cal Baptist University.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
06/01/2009 - Present
Morgan Stanley (RIVERSIDE CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (REDLANDS CA)
CA
12/06/2001 - 04/02/2007
MORGAN STANLEY DW INC. (REDLANDS CA)
NJ
11/25/1980 - 12/07/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BC
Issued 03/31/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1982
Series 3 - National Commodity Futures Examination
BC
Issued 11/09/1981
Series 5 - Interest Rate Options Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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