Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Edward Bos is a registered representative and investment advisor representative with Cambridge Investment Research Advisors, Inc. based in Kalamazoo, Michigan. Bruce has been in the industry since 2007 and holds the Series 6, Series 63, Series 65 and SIE licenses. Bruce is also registered in Texas. Bruce's previous experience includes working for Waddell & Reed, Inc. in Grand Rapids, Michigan. Besides working with Cambridge Investment Research Advisors, Inc., Bruce is an independent insurance agent and a title examiner.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
01/05/2023 - Present
Cambridge Investment Research Advisors, Inc. (Kalamazoo MI)
MI
12/21/2006 - 06/03/2013
WADDELL & REED, INC. (GRAND RAPIDS MI)
IA
Issued 10/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bruce Bos is the right advisor for you? Invested Better is here to help.
