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 Theuerkauf is a financial advisor with over 20 years of experience in the industry. Bruce has been registered with Wells Fargo Clearing Services, LLC since March 2016. Before that, Bruce was a financial advisor with Credit Suisse Securities (USA) LLC from October 2003 to March 2016. Bruce has a broad range of experience in providing financial advice to individuals, businesses, and institutional clients. Bruce holds a Series 7, Series 63 and Series 66 licenses.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
02/04/2019 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
10/27/2003 - 03/30/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
04/17/2003 - 04/02/2004
CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 10/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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