Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Hoffman is a financial advisor with Raymond James Financial Services Advisors, Inc. Bruce has been in the financial industry since 1990 and has a broad range of experience in providing investment advice and financial planning services. Bruce is licensed to provide financial advice in 27 states. Bruce is also an active member of the community and is involved in several organizations, including the Episcopal Church of the Advent in Alice, Texas.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
01/22/2019 - Present
Raymond James Financial Services Advisors, Inc. (CORPUS CHRISTI TX)
TX
07/01/2003 - 01/25/2019
WELLS FARGO CLEARING SERVICES, LLC (CORPUS CHRISTI TX)
NY
09/14/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
05/11/1998 - 09/26/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
TX
02/21/1995 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NY
07/30/1990 - 03/01/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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