Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Hagemann is a financial advisor with over 30 years of experience in the industry. Bruce is currently registered with Valic Financial Advisors, Inc. in Texas and New Jersey. He has held previous positions at BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, Norwest Investment Services, Inc., Wells Fargo Securities Inc., First Interstate Investments, INC., GNA Securities, INC., Essex National Securities, INC., and Invest Financial Corporation. Bruce holds a Series 6, 7, 24, 26, 27, 52, 53, 63, 65, 99, and SIE licenses. Bruce specializes in investment advisory services, financial planning, and selection of other advisors.
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.
Recommend wrap accounts to clients
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
TX
03/25/2024 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
NY
05/16/2013 - 01/06/2022
BBVA SECURITIES INC. (NEW YORK NY)
TX
02/16/2000 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (RICHARDSON TX)
MN
03/21/1999 - 01/12/2000
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
CA
08/19/1996 - 12/23/1999
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
01/18/1996 - 08/19/1996
FIRST INTERSTATE INVESTMENTS,INC.
VA
02/07/1994 - 10/16/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
CA
02/10/1992 - 02/11/1994
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
WI
03/14/1989 - 03/05/1991
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 03/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2018
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/19/1998
Series 4 - Registered Options Principal Examination
BC
Issued 08/19/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/14/1996
Series 24 - General Securities Principal Examination
BC
Issued 06/30/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/05/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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