Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Pedey is an investment advisor representative with D.a. Davidson & Co. in Spokane, WA, and is also registered as an investment advisor in Texas and Idaho. Bruce has been in the financial industry since May 1993, with prior experience at Waddell & Reed, Inc. Bruce currently holds the Series 63, 65, 7 and SIE licenses. Bruce’s current and past employers include D.a. Davidson & Co. and Waddell & Reed, Inc. Bruce is registered to provide investment advice and services in 34 states and is licensed to provide securities brokerage services in 37 states. Bruce provides financial planning, pension consulting and portfolio management services to individuals, businesses, and investment companies. Bruce also has experience in providing educational seminars and publication of periodicals.
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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WA
05/06/2002 - Present
D.a. Davidson & Co. (SPOKANE WA)
KS
05/05/1993 - 05/30/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 03/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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