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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Honicky is a financial advisor with Eagle Strategies LLC, a firm located in New York, NY. Bruce has been a financial professional since 2001, having served clients at Oppenheimer & Co. Inc., Gruntal & Co., L.L.C., Royal Alliance Associates, Inc., and Wells Fargo Advisors Financial Network, LLC. Bruce has a wide range of experience providing financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Bruce holds a Series 7, Series 24, Series 63, and Series 65 license, and has extensive experience serving high net worth individuals and corporations. Bruce is committed to providing his clients with personalized financial advice and helping them 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
NY
12/15/2023 - Present
Eagle Strategies LLC (NEW YORK NY)
NJ
08/14/2020 - 12/08/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CEDAR KNOLLS NJ)
NY
05/09/2001 - 03/30/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
02/01/1999 - 04/20/2001
GRUNTAL & CO., L.L.C. (NEW YORK NY)
AZ
08/10/1992 - 01/05/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 02/24/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1993
Series 24 - General Securities Principal Examination
BC
Issued 08/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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