Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Thomas Gross is a financial advisor associated with Wells Fargo Clearing Services, LLC. Gross has been in the securities industry since June 16, 1983. He has a wide range of experience in the industry and has passed several industry exams. He also has a business offering property and casualty insurance services. Gross specializes in financial planning, investment management, pension consulting, and selection of other advisors.
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.
1
2
PA
10/29/2021 - Present
Wells Fargo Clearing Services, LLC (WYOMISSING PA)
MN
08/03/2000 - 11/21/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
CA
01/30/1996 - 07/28/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NJ
06/02/1983 - 02/14/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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