Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Morrow is a financial professional with over 30 years of experience in the industry. Bruce is a Certified Financial Planner and currently registered with Sequent Planning, LLC. Bruce has previously been registered with Adirondack Trading Group LLC, Next Financial Group, Inc., Cadaret, Grant & Co., Inc., Terra Securities Corporation, Prime Capital Services, Inc., MML Investors Services, Inc. and G. R. Phelps & Co., Inc. Bruce's specializations include retirement planning, college savings, insurance, estate planning and investments. Bruce provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors and portfolio management for individuals.
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.
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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2
NE
07/21/2021 - Present
Sequent Planning, LLC (OMAHA NE)
NY
04/17/2012 - 07/13/2016
ADIRONDACK TRADING GROUP LLC (NEW WOODSTOCK NY)
NY
04/03/2008 - 05/11/2012
NEXT FINANCIAL GROUP, INC. (SARATOGA SPRINGS NY)
NY
05/31/2005 - 03/28/2008
CADARET, GRANT & CO., INC. (SARATOGA SPRINGS NY)
IL
04/18/2002 - 06/10/2005
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
NY
01/26/1998 - 05/07/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
MA
03/01/1996 - 02/03/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
02/21/1992 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 03/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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