Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Freeston is a financial advisor with Girard Advisory Services, LLC. He is a Certified Financial Planner and has been in the industry since 1993. Bruce has experience working with both individuals and businesses and is skilled in providing financial planning, portfolio management, and pension consulting services. He is licensed to provide advisory services in Pennsylvania and is committed to helping clients 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.
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.
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2
PA
11/12/2019 - Present
Girard Advisory Services, LLC (Souderton PA)
PA
09/10/2007 - 04/03/2013
UNIVEST INVESTMENTS, INC. (SOUDERTON PA)
PA
08/20/1993 - 07/31/2007
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 05/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 08/30/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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