Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Gerard Lanser is a financial advisor registered in Wisconsin and Texas. He is associated with UBS Financial Services Inc. and has been in the industry since 1982. Bruce has a broad range of experience and has held registrations with several firms throughout his career.
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.
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.
See schedule d - miscellaneous
1
2
WI
08/06/2013 - Present
UBS Financial Services Inc. (Brookfield WI)
WI
06/01/2009 - 08/28/2013
MORGAN STANLEY (MILWAUKEE WI)
WI
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MILWAUKEE WI)
NY
10/13/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/22/1983 - 09/29/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
07/15/1982 - 05/16/1983
DECADE SECURITIES CORP.
IA
Issued 02/05/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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