Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Fredrick Agne is a financial professional with over 40 years of experience in the industry. Bruce is currently registered with LPL Financial LLC and is located in Greenville, Ohio. Bruce has a strong background in providing financial advice, particularly for high-net-worth individuals, corporations, and charitable organizations. Prior to joining LPL Financial LLC, Bruce held positions at American Portfolios Financial Services, Inc. and United Securities Alliance, Inc. Bruce holds the Series 63, Series 6TO, SIE, and Series 1 licenses. Bruce is also a Chartered Financial Consultant.
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
OH
08/18/2023 - Present
LPL Financial LLC (GREENVILLE OH)
OH
02/27/2007 - 09/07/2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (GREENVILLE OH)
OH
04/24/2003 - 02/26/2007
UNITED SECURITIES ALLIANCE, INC. (GREENVILLE OH)
GA
11/20/1997 - 04/30/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
06/17/1980 - 12/01/1997
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 09/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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