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Bruce Yale Garelik

THE Leaders Group, Inc.

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About Bruce Yale Garelik

Bruce Garelik is a financial advisor currently registered with The Leaders Group, Inc. in Littleton, Colorado. Bruce is also a registered representative with FINRA. Bruce has been in the financial services industry since 2003. Bruce holds Series 6 and Series 63 licenses and the Securities Industry Essentials Exam. Previously, Bruce was associated with Lincoln Investment and Capital Analysts, Incorporated. Bruce's previous registrations were in Michigan.

Firm Information

Bruce Garelik is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Bruce Garelik’s Registration & Firm History

CO

01/03/2017 - Present

THE Leaders Group, Inc. (LITTLETON CO)

MI

01/14/2013 - 12/31/2016

LINCOLN INVESTMENT (FARMINGTON HILLS MI)

MI

10/06/2002 - 12/09/2011

CAPITAL ANALYSTS, INCORPORATED (FARMINGTON HILLS MI)

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Licenses & Designations

BC

Issued 10/24/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bruce Yale Garelik.
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