Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Thompson has been in the financial services industry since 1983. Bruce is a registered representative of Hightower Advisors, LLC and is a licensed investment advisor in Massachusetts. Previously, Bruce has also worked at firms such as Dean Witter Reynolds Inc., Smith Barney, Harris Upham & Co., Incorporated, E.F. Hutton & Company Inc, and IDS Marketing Corporation. Bruce has successfully completed the Series 3, 7, 22, and 6 exams. Bruce's areas of specialization include retirement planning, college savings, insurance and estate planning.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
MA
02/13/2022 - Present
Hightower Advisors, LLC (Lexington MA)
NA
11/25/1988 - 06/10/1991
DEAN WITTER REYNOLDS INC.
NA
07/11/1985 - 11/15/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
09/24/1984 - 07/15/1985
E. F. HUTTON & COMPANY INC
NA
09/28/1983 - 08/02/1984
IDS MARKETING CORPORATION
BC
Issued 09/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/1991
Series 3 - National Commodity Futures Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/27/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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