Unclaimed
Bruce Fields is a financial professional with over 9 years of experience in the industry. He has been registered as an Investment Advisor Representative with USA Financial Securities LLC since February 2018. Bruce has a strong understanding of the financial markets and provides financial planning and portfolio management services to individuals and businesses. Bruce holds the Series 6, Series 65, and SIE licenses. Bruce also works with Hunter Thomas, Inc. DBA Fields Financial Planning, providing investment-related services including insurance and annuity sales.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
MI
03/08/2018 - Present
USA Financial Securities LLC (ADA MI)
IA
Issued 03/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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