Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Faulkner Bickley is a financial advisor with over 30 years of experience in the industry. Bruce has been registered with the Securities and Exchange Commission (SEC) since 1981 and is currently registered with &partners in Santa Rosa Beach, FL and Nashville, TN. Bruce also has previous experience with UBS Financial Services Inc., Kidder, Peabody & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bruce is a Series 3, 7, 63, and 65 licensed professional and offers a variety of financial services including portfolio management, financial planning, pension consulting, educational seminars, and research report 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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
FL
01/01/2025 - Present
&partners (SANTA ROSA BEACH FL)
GA
01/28/1995 - 12/23/2013
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
NY
11/08/1984 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
12/17/1981 - 12/14/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 12/24/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1995
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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