Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce R. Clark is a financial advisor in Longview, Texas with 26 years of experience. Bruce R. Clark is currently registered with Wells Fargo Advisors Financial Network, LLC. Previously, Bruce R. Clark was registered with WELLS FARGO CLEARING SERVICES, LLC, STIFEL, NICOLAUS & COMPANY, INCORPORATED and UBS FINANCIAL SERVICES INC.. Bruce R. Clark has passed the Series 63, Series 65, Series 7 and SIE exams. Bruce R. Clark specializes in providing financial advice and portfolio management services to individuals, corporations and businesses, pension and profit-sharing plans, insurance companies, and charitable organizations.
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.
Investment consulting services to institutional 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.
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TX
06/02/2023 - Present
Wells Fargo Advisors Financial Network, LLC (LONGVIEW TX)
TX
10/27/2016 - 06/02/2023
WELLS FARGO CLEARING SERVICES, LLC (LONGVIEW TX)
TX
10/16/2009 - 11/03/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LONGVIEW TX)
TX
09/09/2005 - 10/16/2009
UBS FINANCIAL SERVICES INC. (LONGVIEW TX)
NY
04/07/1997 - 09/22/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 04/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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