Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Stephen Udell is a financial professional with over 40 years of experience in the industry. Bruce is registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC and offers investment advisory services to clients. He is also a 50% owner and IAR of NFP Advisory Services. Bruce has a strong track record of success and is committed to helping his clients achieve their financial goals. He is known for his personalized approach and his ability to build strong relationships with his clients. Bruce is a Chartered Financial Consultant (ChFC) and has a strong understanding of a variety of financial products and services.
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.
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.
1
2
FL
04/28/2016 - Present
Kestra Advisory Services, LLC (LONGWOOD FL)
NE
10/20/1993 - 01/16/2001
SECURITIES AMERICA, INC. (LAVISTA NE)
AZ
11/19/1989 - 10/21/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/11/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/28/1982 - 01/14/1985
NEW YORK LIFE SECURITIES CORP.
BC
Issued 02/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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