Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Bruce is an Investment Advisor Representative at McLean Asset Management Corp., a firm based in Tysons, VA. Claudia is registered with the state of Virginia as an Investment Advisor Representative (IAR). Claudia has over 10 years of experience in the financial services industry.
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.
1
2
VA
01/09/2024 - Present
McLean Asset Management Corp. (TYSONS VA)
IA
Issued 12/23/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Claudia Bruce is the right advisor for you? Invested Better is here to help.
