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 Murphy is a registered representative of Principal Securities, Inc. Bruce has been working in the financial services industry since December 12, 1988. Bruce has been registered with Principal Securities, Inc. since November 6, 2009. Bruce holds Series 6, 7 and 63 licenses. Prior to joining Principal Securities, Inc., Bruce worked with Princor Financial Services Corporation and The Great-West Life Assurance Company. Bruce also works with Falling Water Financial Group, assisting business owners with their group medical, dental, LTD, STD, and GRP life benefits. Bruce's current employment is located in Cleveland, OH, and Bruce also has a branch office located in Cleveland, OH. Bruce specializes in providing financial planning, pension consulting, and educational seminars. Bruce is also able to provide selection of other advisors, portfolio management for individuals, and portfolio management for investment 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.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
OH
11/06/2009 - Present
Principal Securities, Inc. (CLEVELAND OH)
IA
08/29/1991 - 12/31/1993
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
CO
11/19/1985 - 01/19/1990
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
BC
Issued 07/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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