Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Eugene McCook is a registered investment advisor representative with Osaic Institutions, Inc. Bruce is licensed to provide financial advice in several states, including Virginia, Florida, Maryland, and North Carolina. Bruce is also licensed as an investment advisor representative. Bruce has been in the financial industry since 1985. Bruce's career experience includes time at LPL Financial LLC, Infinex Investments, Inc., and Banc of America Investment Services, Inc. Bruce has worked at Osaic Institutions, Inc. since 2017.
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.
Solicitation services for other advisers
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.
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2
VA
10/31/2017 - Present
Osaic Institutions, Inc. (Richmond VA)
NC
03/01/2016 - 11/07/2017
LPL FINANCIAL LLC (WILMINGTON NC)
VA
05/04/2009 - 03/01/2016
INFINEX INVESTMENTS, INC. (GLEN ALLEN VA)
VA
01/01/1998 - 05/05/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (RICHMOND VA)
NA
07/12/1993 - 01/01/1998
NATIONSSECURITIES
NY
01/11/1991 - 07/12/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
08/20/1985 - 12/13/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 10/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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