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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 McLaren is a financial advisor with Kingswood Wealth Advisors, LLC. Bruce has been working in the financial services industry for over 20 years. He holds Series 63, 65, 66, 7 and 31 licenses. Bruce has experience working with individuals, corporations, and pension and profit-sharing plans. Bruce provides financial planning, portfolio management, and pension consulting services. Bruce has worked at several firms including LPL Financial LLC, Tower Square Securities, Inc., Dean Witter Reynolds Inc., and Jefferson Pilot Securities Corporation.
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.
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.
Hourly consulting
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
NH
11/13/2018 - Present
Kingswood Wealth Advisors, LLC (Sugar Hill NH)
NH
02/17/2015 - 05/01/2015
LPL FINANCIAL LLC (LITTLETON NH)
NH
01/20/2006 - 04/01/2013
TOWER SQUARE SECURITIES, INC. (LITTLETON NH)
NY
09/22/1999 - 08/15/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IN
05/19/1999 - 06/18/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
RI
05/07/1998 - 04/21/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 07/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1999
Series 31 - Futures Managed Funds Examination
Active
Inactive
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