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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 Pearlman is a financial advisor with Avantax Advisory Services. Bruce has been in the financial services industry since 2002 and holds Series 66, Series 7, and SIE licenses. Bruce is registered to provide investment advice in 14 states, including Maryland, Texas, Florida, and Illinois. Bruce's areas of expertise include financial planning, investment management, and insurance. Bruce offers a variety of services to his clients, including portfolio management, retirement planning, and college savings planning. Bruce is committed to helping his 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MD
01/25/2024 - Present
Avantax Advisory Services (POTOMAC MD)
BOTH
Issued 06/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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