Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Hoerner is a registered investment advisor representative with State Farm Investment Management Corp. Bruce Hoerner has over 20 years of experience in the financial services industry. Bruce Hoerner began his career with A. G. Edwards & Sons, Inc. Bruce Hoerner's current registrations are with State Farm Investment Management Corp. and Bruce Hoerner's Insurance Agency. Bruce Hoerner holds the Series 6, 7, 63 and 65 securities licenses. Bruce Hoerner's areas of expertise include individual and investment company portfolio management.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
AZ
05/22/2023 - Present
State Farm Investment Management Corp. (MESA AZ)
AZ
10/01/2002 - 04/04/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
07/19/2002 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NA
09/07/1994 - 12/13/1994
METLIFE SECURITIES INC.
NA
09/07/1994 - 12/13/1994
METROPOLITAN LIFE INSURANCE COMPANY
NA
05/26/1993 - 07/14/1994
INVESTMENT CENTERS OF AMERICA, INC.
NA
01/26/1993 - 04/27/1993
A. G. EDWARDS & SONS, INC.
NA
03/19/1992 - 01/26/1993
INVESTMENT CENTERS OF AMERICA, INC.
NA
05/05/1989 - 06/30/1989
FIRST INVESTORS CORPORATION
NA
03/21/1989 - 04/24/1989
THE STUART-JAMES COMPANY, INCORPORATED
IA
Issued 05/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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