Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Stratton is a financial professional with over 30 years of experience in the industry. Bruce is a Registered Representative and Investment Advisor Representative associated with Oneramerica Securities, Inc. Bruce has been with Oneramerica Securities since 2013. Previously, Bruce worked at MML Investors Services, LLC and Massachusetts Mutual Life Insurance Company. Bruce has a Series 6, 63, 22, and 65 securities licenses. Bruce provides financial planning services to individuals, businesses, and organizations. Bruce is based in Laguna Niguel, California. Bruce is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
12/03/2013 - Present
Oneamerica Securities, Inc. (LAGUNA NIGUEL CA)
CA
03/19/1987 - 11/25/2013
MML INVESTORS SERVICES, LLC (LAGUNA NIGUEL CA)
NA
03/19/1987 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 09/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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