Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey James Bruce is a financial professional with over 20 years of experience in the financial services industry. Jeffrey is currently registered with Transamerica Retirement Advisors, LLC, and is licensed in all 50 states as an investment advisor representative. Jeffrey's previous employers include Ameriprise Financial Services, Inc., Thrivent Investment Management Inc., UVEST Financial Services Group, Inc., IFMG Securities, Inc., and TCF Investments, Inc. Jeffrey has earned Series 6, 7, 63, and 66 licenses as well as the Securities Industry Essentials (SIE) exam. Jeffrey specializes in financial planning, portfolio management, and retirement planning.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
MN
08/15/2014 - Present
Transamerica Retirement Advisors, LLC (Eden Prairie MN)
MN
04/26/2011 - 08/11/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/28/2008 - 04/27/2011
THRIVENT INVESTMENT MANAGEMENT INC. (EAGAN MN)
MN
01/23/2008 - 10/07/2008
UVEST FINANCIAL SERVICES GROUP, INC. (SAINT PAUL MN)
MN
11/27/2006 - 02/05/2008
IFMG SECURITIES, INC. (SAINT PAUL MN)
MN
08/31/2001 - 12/31/2006
TCF INVESTMENTS, INC. (ST. PAUL MN)
BOTH
Issued 02/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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