Unclaimed
Bruce Earl Gsell is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Bruce has been in the industry since February 24, 1976. Bruce has 53 state securities licenses, 2 state investment advisor licenses, and holds Series 7, 63, 65, and SIE licenses. Bruce has held previous registrations with MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.. Bruce's current employer, Merrill Lynch, Pierce, Fenner & Smith Inc. is a large firm that manages assets over $10 billion. Bruce specializes in offering a variety of investment advisory services including portfolio management for businesses, individuals, and pension consulting. Bruce has 262 clients that are insurance companies, 4472 charitable organizations, and 411703 high net worth individuals.
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
NJ
01/09/1987 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ISELIN NJ)
NA
02/25/1976 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 09/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 02/21/1976
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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