Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Daigle has been an active financial professional since 1992. Bruce is currently a Registered Representative with Raymond James & Associates, Inc. and has been with the firm since June 2015. Prior to that, Bruce was an Investment Advisor Representative with WELLS FARGO ADVISORS, LLC from 2008 to 2015. Bruce is also a Founder/Leader of Main Street Community Foundation. Bruce holds the Series 7, Series 63, Series 65, and Series 24 licenses. Bruce is registered to provide financial advice in 28 states. Bruce Daigle has been serving clients since 1992.
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.
Please see note in schedule d - miscellaneous
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.
1
2
CT
06/01/2015 - Present
Raymond James & Associates, Inc. (West Hartford CT)
CT
01/01/2008 - 05/08/2015
WELLS FARGO ADVISORS, LLC (FARMINGTON CT)
CT
08/29/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FARMINGTON CT)
MO
05/21/1992 - 08/25/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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