Unclaimed
Bruce Beyer is a financial advisor with Prime Capital Financial, specializing in providing investment advice and financial planning services. Bruce has over 30 years of experience in the industry and holds licenses in multiple states. Bruce is also a registered representative with the firm. Bruce is committed to providing personalized financial solutions tailored to his clients' individual needs and 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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
08/11/2017 - Present
Prime Capital Financial (OVERLAND PARK KS)
TN
12/21/2011 - 04/30/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (BRENTWOOD TN)
TN
03/19/1992 - 12/22/2011
CAPITAL ANALYSTS, INCORPORATED (NASHVILLE TN)
BC
Issued 03/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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