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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 Michael Meyers is a financial advisor with Ameriprise Financial Services, LLC. Bruce is a registered investment advisor and a registered representative. Bruce has been in the financial services industry since January 5, 2008. Bruce has a Series 63, Series 65, Series 7 and SIE license. Bruce has been registered with Ameriprise Financial Services, LLC since May 11, 2015. Bruce was previously registered with Hantz Financial Services, Inc. Bruce has a Bachelor of Science degree in Business Administration from Central Michigan University. Bruce specializes in retirement planning, college savings, and estate planning. Bruce is committed to providing his clients with personalized financial advice. Bruce is also a certified public accountant. Bruce is a member of the American Institute of Certified Public Accountants. Bruce is also a member of the Michigan Association of Certified Public Accountants. Bruce is also a member of the National Association of Personal Financial Advisors. Bruce is also a member of the Financial Planning Association.
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.
Asset allocation services
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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MI
05/11/2015 - Present
Ameriprise Financial Services, LLC (Grand Rapids MI)
MI
08/02/2007 - 10/31/2014
HANTZ FINANCIAL SERVICES, INC. (OKEMOS MI)
IA
Issued 05/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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