Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Marche is a financial advisor with MML Investors Services, LLC. Bruce has been in the financial services industry since October 1993. Bruce is registered with the state of New York as an Investment Advisor Representative. Bruce is also registered with the state of Texas as an Investment Advisor Representative. Bruce has a variety of experience in the financial services industry, including experience with AXA Advisors, LLC and MONY Securities Corporation. Bruce is a Series 6, 7 and 63 registered representative, as well as a Series 65 registered investment advisor. Bruce works with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Bruce provides financial planning, investment management, and asset allocation services. Bruce is committed to providing personalized financial advice to help clients reach 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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
07/25/2014 - Present
MML Investors Services, LLC (ROCHESTER NY)
NY
06/01/2005 - 11/29/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/17/2000 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
10/12/1993 - 02/22/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/12/1993 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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