Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Bessner is a financial advisor with over 30 years of experience in the financial services industry. Bruce is currently registered with Osaic Wealth, Inc. as an Investment Advisor Representative. Bruce has held previous positions with MetLife Securities Inc., New England Securities, MONY Securities Corporation, and Trusted Securities Advisors Corp. Bruce holds the Series 6, 7, 24, 53, and 63 licenses as well as the SIE exam. Bruce is a Certified Financial Planner. Bruce is committed to providing clients with personalized financial advice and helping them 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.
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.
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2
TX
01/24/2025 - Present
Osaic Wealth, Inc. (ROUND ROCK TX)
TX
01/02/2015 - 02/11/2016
METLIFE SECURITIES INC. (AUSTIN TX)
TX
03/31/2005 - 01/02/2015
NEW ENGLAND SECURITIES (ROUND ROCK TX)
TX
08/26/2013 - 05/08/2014
METLIFE SECURITIES INC. (AUSTIN TX)
NY
04/25/2001 - 03/24/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
09/19/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
MA
07/22/1988 - 04/17/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/22/1988 - 04/17/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/1999
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/27/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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