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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 Einar Severeid is a financial advisor in Puyallup, WA with over 40 years of experience in the financial services industry. Bruce Einar Severeid is a registered representative of LPL Financial LLC. He has a Series 7, Series 24, and Series 63 license and is also a Certified Financial Planner. Bruce Einar Severeid has previously been employed with Mutual Service Corporation, Titan/Value Equities Group, Inc. and WZW Financial Services, Inc. Bruce Einar Severeid provides investment advice for a wide range of clients including high-net-worth individuals, individuals, pension and profit-sharing plans, and corporations. Bruce Einar Severeid also provides financial planning, portfolio management, and other services.
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.
Consulting and other non-discretionary advisory services
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
WA
09/08/2009 - Present
LPL Financial LLC (PUYALLUP WA)
WA
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (TACOMA WA)
CA
01/04/1985 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
09/23/1983 - 01/21/1985
WZW FINANCIAL SERVICES, INC.
BC
Issued 09/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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