Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Robert Hosler is a financial advisor currently registered with Commonwealth Financial Network. Bruce has been in the industry since 1997. Bruce holds multiple licenses and certifications including Series 6, 7, 63, 65, 66 and SIE and is also a Certified Financial Planner. Bruce is located in Prescott, Arizona. Bruce's previous employers include H.D. Vest Investment Services, H.D. Vest Investment Securities, Inc. and North American Management, Inc. Bruce is registered in 27 states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
01/27/2005 - Present
Commonwealth Financial Network (PRESCOTT AZ)
TX
01/14/2000 - 12/09/2004
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
TX
03/19/1998 - 12/31/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
SD
03/16/1995 - 10/31/1995
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
BOTH
Issued 01/13/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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