Unclaimed
Bruce Tynan is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Bruce has been in the industry since 2013 and is registered in Utah. Bruce has experience with E*TRADE SECURITIES LLC, E*TRADE Financial, E*TRADE Capital Management LLC, Decker Retirement Planning Inc., Teton Wealth Group, LLC, Carson Wealth, CWM, LLC DBA CARSON WEALTH, SIGNAL WEALTH, LLC, CETERA ADVISOR NETWORKS LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Bruce has passed the Series 7, Series 66, Series 63 and SIE exams. Bruce has a proven track record of providing investment advice and guidance to clients. Bruce specializes in providing investment advice to individuals, businesses, and institutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
UT
10/17/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SALT LAKE CITY UT)
UT
10/03/2013 - 06/07/2017
E*TRADE SECURITIES LLC (SANDY UT)
BC
Issued 12/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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