Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Gendein is a financial advisor who has been in the industry since 1978. Bruce is currently registered with Osaic Wealth, Inc. Bruce has a broad range of experience and expertise in the financial services industry, including experience with American Express Financial Advisors Inc., IDS Life Insurance Company, Integrated Resources Equity Corporation, and NEL Equity Services Corporation. Bruce has held several designations and licenses, including Series 1, Series 7, Series 24, Series 51, and Series 63, and has been a Chartered Financial Consultant. Bruce is a Registered Representative and Investment Advisor Representative licensed to provide financial advice in California.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
08/10/2017 - Present
Osaic Wealth, Inc. (Valencia CA)
MN
08/08/1989 - 01/11/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/08/1989 - 01/11/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
07/17/1984 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/02/1977 - 08/26/1983
NEL EQUITY SERVICES CORPORATION
BC
Issued 12/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/25/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Bruce Gendein is the right advisor for you? Invested Better is here to help.
