Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Cumby is an active investment advisor representative with Eagle Strategies LLC. Bruce has been in the industry since 1983, with experience in various financial services, including investment management and insurance. Bruce has earned the Series 6, Series 63, Series 22, and Series 65 licenses, along with the SIE Exam. Bruce currently holds active registrations in Colorado, Delaware, Florida, Georgia, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Oregon, Pennsylvania, and South Carolina. Bruce has a strong track record of providing customized financial advice and services to a wide range of clients, including individuals, families, corporations, and non-profit organizations.
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
PA
06/09/2000 - Present
Eagle Strategies LLC (NEWTOWN SQUARE PA)
IA
Issued 4/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/7/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/16/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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