Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Schilling is a financial professional with over 39 years of experience in the industry. He is currently a registered representative with Commonwealth Financial Network, a firm with over 2500 licensed agents and 3300 investment advisor representatives. Bruce has worked with a variety of clients including corporations, individuals, and pension and profit-sharing plans. Bruce is a Certified Financial Planner and a Chartered Financial Consultant.
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.
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.
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
03/09/2023 - Present
Commonwealth Financial Network (Jacksonville FL)
FL
08/07/2019 - 03/02/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (JACKSONVILLE FL)
FL
07/17/2013 - 08/14/2019
PURSHE KAPLAN STERLING INVESTMENTS (JACKSONVILLE BEACH FL)
FL
03/17/2011 - 01/25/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (JACKSONVILLE BEACH FL)
FL
01/26/2009 - 03/25/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (JACKSONVILLE FL)
FL
01/05/2006 - 01/26/2009
INVESTORS CAPITAL CORP. (PONTE VEDRA BEACH FL)
NC
07/02/2001 - 01/05/2006
CLARK SECURITIES, INC. (GREENSBORO NC)
TX
01/20/2000 - 07/02/2001
CLARK-BARDES SECURITIES, INC. (DALLAS TX)
IN
06/01/1998 - 01/12/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
08/31/1984 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NY
04/29/1991 - 04/02/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 10/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1990
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/15/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/30/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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