Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Michael Tuckey is a financial advisor at Avantax Advisory Services. Bruce has been in the financial services industry for over 30 years. Bruce is registered with the state of Michigan to provide both investment advice and brokerage services.
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
TX
04/03/2023 - Present
Avantax Advisory Services (DALLAS TX)
MI
09/01/2021 - 03/29/2023
PNC INVESTMENTS (WIXCOM MI)
MI
09/24/2020 - 09/20/2021
LPL FINANCIAL LLC (BLOOMFIELD HILLS MI)
GA
04/25/2019 - 09/24/2020
FSC SECURITIES CORPORATION (ATLANTA GA)
SC
05/27/2011 - 04/23/2019
LPL FINANCIAL LLC (FORT MILL SC)
MO
02/10/2011 - 06/06/2011
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
PA
07/14/2009 - 08/25/2010
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NY
02/01/1994 - 05/27/2009
RIVERSOURCE FUND DISTRIBUTORS, INC. (NEW YORK NY)
NY
11/08/1991 - 12/22/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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