Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Hamilton Brownell is a financial advisor with over 30 years of experience in the financial services industry. Bruce is currently registered with Valmark Advisers, Inc. Bruce has held prior positions at Lion Street Financial, LLC, Valmark Securities, Inc., NFP Securities, Inc., Clark Securities, Inc., Clark-Bardes Securities, Inc., Lincoln Financial Advisors Corporation, CIGNA Financial Advisors, INC. and United Services Planning Association, Inc. Bruce holds a Series 6, Series 7, Series 63 and Series 65 licenses and is a Certified Financial Planner. Bruce specializes in providing financial planning, portfolio management, and consulting services to individuals, families, businesses, and institutions. Bruce is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
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
FL
06/12/2023 - Present
Valmark Advisers, Inc. (Ponta Vedra FL)
FL
05/13/2019 - 06/07/2023
LION STREET FINANCIAL, LLC (Ponte Vedra Beach FL)
FL
12/15/2011 - 05/14/2019
VALMARK SECURITIES, INC. (PONTE VEDRA BEACH FL)
FL
07/13/2007 - 12/16/2011
NFP SECURITIES, INC. (PONTE VEDRA BEACH FL)
FL
07/02/2001 - 07/16/2007
CLARK SECURITIES, INC. (PONTE VEDRA FL)
TX
06/12/2000 - 07/02/2001
CLARK-BARDES SECURITIES, INC. (DALLAS TX)
IN
06/01/1998 - 05/31/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
11/15/1995 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
TX
02/01/1988 - 10/10/1995
UNITED SERVICES PLANNING ASSOCIATION, INC. (FORT WORTH TX)
IA
Issued 07/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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