Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Wilson has been in the financial services industry since December 1995. Bruce is currently registered with Wells Fargo Advisors Financial Network, LLC, where he is a registered representative and investment advisor. Bruce has been with the firm since November 2012. Prior to joining Wells Fargo, Bruce was employed by Morgan Stanley, Citigroup Global Markets Inc., GFI Securities LLC, Tradition (Government Securities) Inc., and Garvin Guybutler GP. Bruce holds Series 3, 7, 24, 31 and 63 securities licenses, as well as Series 65 investment advisor licensing. Bruce specializes in providing financial planning and investment consulting services to institutional clients. Bruce also has experience in portfolio management for businesses and individuals. Bruce is committed to providing his clients with the highest level of service and expertise.
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.
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.
Investment consulting services to institutional clients
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
FL
11/26/2012 - Present
Wells Fargo Advisors Financial Network, LLC (PALM BEACH GARDENS FL)
VT
06/01/2009 - 11/12/2012
MORGAN STANLEY (RUTLAND VT)
VT
03/24/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RUTLAND VT)
NY
10/29/2003 - 04/13/2009
GFI SECURITIES LLC (NEW YORK NY)
NY
05/01/1998 - 11/07/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/27/1996 - 05/18/1998
TRADITION (GOVERNMENT SECURITIES) INC. (NEW YORK NY)
NJ
11/30/1995 - 09/10/1996
GARVIN GUYBUTLER GP (JERSEY CITY NJ)
IA
Issued 08/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/03/2003
Series 3 - National Commodity Futures Examination
BC
Issued 11/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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