Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce James Loder is a financial advisor with over 30 years of experience in the industry. Bruce is currently registered with Stifel, Nicolaus & Company, Inc. in Wisconsin and Texas. Bruce has previously worked for several firms including A.G. Edwards & Sons, Inc., Everen Securities, Inc., Blunt Ellis & Loewi Incorporated, Sentry Equity Services, Inc., and Pruco Securities Corporation. Bruce's areas of specialization include retirement planning, college savings, and estate planning. Bruce is also a member of the North Shore Congregational Church where he serves as Chairman of the Budget Committee.
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.
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
WI
12/01/2006 - Present
Stifel, Nicolaus & Company, Inc. (MEQUON WI)
WI
10/01/1993 - 12/05/2006
A. G. EDWARDS & SONS, INC. (MEQUON WI)
MO
09/04/1990 - 10/05/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
02/18/1987 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
03/14/1985 - 01/19/1987
SENTRY EQUITY SERVICES, INC.
NA
08/08/1983 - 01/29/1985
PRUCO SECURITIES CORPORATION
IA
Issued 12/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1988
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1983
Series 6 - Investment Company Products/Variable Contracts 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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