Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce William Stroup is an investment advisor representative who has been in the industry since 1991. Bruce is currently registered with Osaic Wealth, Inc. and has previously worked with SIGNATOR INVESTORS, INC., INVEST FINANCIAL CORPORATION, WOODBURY FINANCIAL SERVICES, INC., PRINCOR FINANCIAL SERVICES CORPORATION, and MML INVESTORS SERVICES, INC. Bruce has passed the Series 6, Series 7, and Series 63 examinations and the Securities Industry Essentials Examination. Bruce's current practice focuses on financial planning and portfolio management.
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
TX
11/02/2018 - Present
Osaic Wealth, Inc. (SAN ANTONIO TX)
TX
03/22/2011 - 11/02/2018
SIGNATOR INVESTORS, INC. (SAN ANTONIO TX)
TX
09/25/2009 - 03/23/2011
INVEST FINANCIAL CORPORATION (SAN ANTONIO TX)
TX
08/23/2005 - 09/29/2009
WOODBURY FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
WI
02/17/2005 - 09/07/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
01/20/1992 - 12/10/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
11/30/1990 - 01/02/1992
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 09/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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