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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 Mansour Joseph is an investment advisor representative at Cadaret, Grant & CO., Inc. Bruce has been in the financial services industry since December 4, 1988. Bruce holds the Series 63, 26, 6TO, SIE, and 7 licenses. Bruce has a bachelor's degree in accounting from Youngstown State University. Bruce has been with Cadaret, Grant & CO., Inc. since November 1988. Bruce is also a Certified Public Accountant. Bruce provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Bruce has experience working with high-net-worth individuals, corporations, and charitable 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.
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
OH
12/22/2023 - Present
Cadaret, Grant & CO., Inc. (BOARDMAN OH)
BC
Issued 03/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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