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 Piccirillo is a financial advisor with Wells Fargo Clearing Services, LLC. Bruce has been in the industry since 1977 and has a wide range of experience in the financial services industry. Bruce provides a variety of financial services, including investment consulting, financial planning and portfolio management.
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.
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.
Investment consulting services to institutional clients
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.
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2
TX
05/22/2007 - Present
Wells Fargo Clearing Services, LLC (SUGAR LAND TX)
NY
05/14/1988 - 07/13/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/22/1987 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
01/02/1986 - 08/15/1987
ROTAN MOSLE INC.
NA
01/11/1984 - 01/06/1986
PAINEWEBBER INCORPORATED
NA
04/27/1983 - 01/10/1984
COWEN & CO.
NA
03/26/1982 - 05/12/1983
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
NA
02/23/1978 - 02/23/1982
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
04/01/1977 - 03/02/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BOTH
Issued 05/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/23/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1987
PC - AMEX Put and Call Exam
BC
Issued 09/28/1982
Series 5 - Interest Rate Options Examination
BC
Issued 03/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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