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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Edwin Angotti is a financial advisor at Raymond James & Associates, Inc. based in Memphis, TN. Bruce has been in the financial services industry since November 1, 2007. Bruce has been registered with Raymond James & Associates, Inc. since February 13, 2013. Prior to joining Raymond James & Associates, Inc., Bruce worked at MORGAN KEEGAN & COMPANY, INC. from December 3, 2008, to February 13, 2013. Bruce also worked at WADDELL & REED, INC. from June 4, 1988, to July 5, 1989. Bruce holds the Series 6, 7, 66, SIE and 79TO securities licenses. Bruce is registered to provide investment advice in the state of Tennessee.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TN
02/13/2013 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
12/03/2008 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NA
06/04/1988 - 07/05/1989
WADDELL & REED, INC.
BOTH
Issued 07/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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