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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 an investment advisor representative with Eagle Strategies LLC. Bruce has been in the industry since 2008 and is registered in New Jersey and New York. Bruce is also a Registered Principal and has a Series 7, 24, 63, and 65 licenses. Bruce's previous firms include WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, OPPENHEIMER & CO. INC., and ROYAL ALLIANCE ASSOCIATES, INC. Bruce's specializations include: **Investment Advisory Services**, **Financial Planning**, **Retirement Planning**, **College Savings Plans**, **Estate Planning**, and **Tax Planning**.
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 2/24/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/15/1993
Series 24 - General Securities Principal Examination
BC
Issued 8/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 6/6/2020
SIE - Securities Industry Essentials Examination
BC
Issued 8/7/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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