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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 Lee Musselman is a financial advisor registered with Prosperity Wealth Management, Inc. in Cocoa, FL. Bruce Lee Musselman has been in the industry since 1996 and has experience with a variety of financial services. Bruce Lee Musselman also has experience with IFS Securities, Inc., Fortune Financial Services, Inc., Newbridge Securities Corporation, Brewer Financial Services, LLC and Ameriprise Financial Services, Inc. Bruce Lee Musselman has passed the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Bruce Lee Musselman also holds the designation of Chartered Financial Consultant. Bruce Lee Musselman has a history of working with individuals, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals.
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.
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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FL
01/01/2025 - Present
Prosperity Wealth Management, Inc. (Cocoa FL)
FL
07/09/2015 - 12/31/2017
FORTUNE FINANCIAL SERVICES, INC. (Cocoa FL)
FL
02/04/2013 - 03/25/2015
IFS SECURITIES (COCOA FL)
FL
11/24/2010 - 02/06/2013
NEWBRIDGE SECURITIES CORPORATION (HEATHROW FL)
FL
02/18/2009 - 11/05/2010
BREWER FINANCIAL SERVICES, LLC (COCOA FL)
FL
10/11/1996 - 02/13/2009
AMERIPRISE FINANCIAL SERVICES, INC. (COCOA FL)
MN
10/11/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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