Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Pultz is a financial advisor with Osaic Wealth, Inc. He has been working in the financial industry since 1998 and is currently registered in 14 states. Bruce holds the Series 7, Series 24 and Series 63 licenses. His professional experience includes positions at Securities America, Inc. and Wall Street Financial Group, Inc. Bruce specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. He has a strong track record of working with clients to achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (WATERTOWN NY)
NY
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (WATERTOWN NY)
NY
01/19/1999 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (WATERTOWN NY)
TX
02/19/1998 - 12/23/1998
ADDISON SECURITIES, INC. (DALLAS TX)
BC
Issued 03/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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