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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 Winston Adams is an investment advisor representative with Bankers Life Advisory Services, Inc. Bruce Adams is also registered with the state of New Hampshire as an Investment Advisor Representative and is a Registered Representative with FINRA. Bruce Adams has been working in the financial industry since 2006 and is currently registered with Bankers Life Advisory Services, Inc., ProEquities, Inc. and UVEST Financial Services Group, Inc. Bruce Adams has passed the Series 63, Series 65 and SIE exams. Bruce Adams is also a 1099 agent for Bankers Life and Casualty Company and is appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. Bruce Winston Adams specializes in providing financial advice to high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
05/08/2024 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
NH
06/10/2010 - 05/26/2016
PROEQUITIES, INC. (CONCORD NH)
NH
12/13/2006 - 05/28/2010
UVEST FINANCIAL SERVICES GROUP, INC. (CONCORD NH)
IA
Issued 01/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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