Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Randall Wagner is a financial advisor with over 29 years of experience in the industry. Bruce is currently registered as a Registered Representative and Investment Advisor Representative with SPC. Bruce is registered to offer investment advice and securities products in 16 states. Bruce has a proven track record of providing financial advice to individuals, families, businesses, and retirement plans. He is committed to providing his clients with personalized financial solutions that meet their individual needs. Bruce is a strong advocate for financial literacy and has volunteered his time to teach financial literacy programs in local area high schools. He is passionate about helping his clients 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.
Consultation services
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.
Seminar attendance fees
1
2
MN
11/06/2013 - Present
SPC (FRIDLEY MN)
TX
10/18/2004 - 11/16/2006
PROSPERA FINANCIAL SERVICES, INC. (DALLAS TX)
OH
06/24/2003 - 10/15/2004
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
KS
09/07/1994 - 06/25/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 09/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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