Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bruce is an Investment Advisor Representative registered with LPL Financial LLC. Daniel has been in the financial services industry for over 10 years and is a Series 6 and 63 licensed professional. Daniel is located in Fort Mill, SC. Previously, Daniel was affiliated with BMO Harris Financial Advisors, Inc. and Northwestern Mutual Investment Services, LLC.
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.
Consulting and other non-discretionary advisory services
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
SC
07/29/2021 - Present
LPL Financial LLC (FORT MILL SC)
WI
04/21/2021 - 07/20/2021
LPL FINANCIAL LLC (Milwaukee WI)
WI
11/07/2014 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (Milwaukee WI)
WI
01/22/2014 - 08/26/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GERMANTOWN WI)
BC
Issued 04/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Bruce is the right advisor for you? Invested Better is here to help.
