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 Parry is an investment advisor representative and financial advisor with Southeast Investments, N.c., Inc. in Charlotte, North Carolina. Bruce has been in the industry since 1988 and has experience with various financial products and services, including securities, investments, and financial planning. Bruce is licensed in Arizona, Maryland, North Carolina, Pennsylvania, and West Virginia.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Offer products as a b/d on a commission basis
1
2
NC
05/17/2013 - Present
Southeast Investments, N.c., Inc. (CHARLOTTE NC)
PA
07/11/2007 - 05/20/2013
TRUSTMONT FINANCIAL GROUP, INC. (GREENSBURG PA)
PA
09/15/1999 - 07/12/2007
WHARTON EQUITY CORPORATION (WAYNE PA)
MA
01/23/1996 - 08/26/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/23/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
CT
06/07/1993 - 01/23/1996
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
12/06/1990 - 06/07/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NY
03/22/1989 - 10/31/1990
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
02/12/1988 - 01/26/1989
NEW ENGLAND SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 03/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bruce Parry is the right advisor for you? Invested Better is here to help.
