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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce William Clemens is an Investment Advisor Representative with Cornerstone Wealth Management, LLC. Bruce has been in the industry since August 2006 and currently holds a Series 65 license. Bruce is registered in Oklahoma as an Investment Advisor Representative and has a Uniform Investment Adviser Law Examination. Cornerstone Wealth Management, LLC is a firm that offers a variety of financial planning services, including portfolio management for individuals and businesses, and selection of other advisers.
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.
Lpl sponsored advisory programs; investment management & research subscription licensing
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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MO
04/16/2019 - Present
Cornerstone Wealth Management, LLC (ST. PETERS MO)
IA
Issued 04/24/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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