Unclaimed
Bruce Edward Huckle is a financial advisor who has been in the industry since 1979. Bruce is currently registered with PFS Investments Inc. and has held previous positions at INTEGRATED RESOURCES EQUITY CORPORATION and WESTAMERICA FINANCIAL CORPORATION. Bruce holds a Series 63, Series 26, Series 6TO, SIE, and Series 1 license. He is also registered in several states including Florida, Georgia, Idaho, New York, North Carolina, Ohio, and Washington. Bruce specializes in portfolio management for 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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
01/14/1982 - Present
PFS Investments Inc. (RALEIGH NC)
NA
03/19/1981 - 10/30/1981
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/17/1979 - 01/31/1981
WESTAMERICA FINANCIAL CORPORATION
BC
Issued 03/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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