Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Stava is an investment advisor representative who has been in the financial industry since 1989. Bruce is currently registered with U.S. Bancorp Advisors, LLC. Bruce has prior experience with EF Legacy Securities, LLC, TD Ameritrade, Inc., First Brokerage America, L.L.C, DFC Investor Services, WM Financial Services, Inc., Great Western Financial Securities Corporation, CITICORP INVESTMENT SERVICES, FINANCIAL HORIZONS SECURITIES CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and INTEGRATED RESOURCES EQUITY CORPORATION. Bruce is licensed to provide investment advice in a number of states.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
10/31/2023 - Present
U.s. Bancorp Advisors, LLC (Palm Desert CA)
KY
03/13/2020 - 11/02/2023
EF LEGACY SECURITIES, LLC (LOUISVILLE KY)
CA
08/02/2016 - 11/06/2018
TD AMERITRADE, INC. (INDIAN WELLS CA)
CA
06/06/2006 - 07/09/2015
FIRST BROKERAGE AMERICA, L.L.C. (HUNTINGTON BEACH CA)
CA
05/02/2006 - 06/07/2006
DFC INVESTOR SERVICES (CHINO HILLS CA)
CA
09/30/1997 - 08/19/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
05/23/1996 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
10/11/1990 - 05/24/1996
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
08/30/1993 - 10/17/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
MN
12/08/1986 - 10/18/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
01/25/1985 - 12/20/1986
INTEGRATED RESOURCES EQUITY CORPORATION
BOTH
Issued 08/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/04/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional 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 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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