Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Bruce is a financial advisor with Ameriprise Financial Services, LLC, a large firm with approximately $1 billion - $10 billion in assets under management. Linda has been in the industry since 1993 and holds Series 7, Series 63, and Series 65 licenses. Linda also holds several state registrations, including in Texas, Connecticut, and many others. Ameriprise Financial Services, LLC provides investment advice to a wide range of clients, including individuals, businesses, trusts, and charitable organizations. They also offer a variety of financial planning services, including asset allocation, retirement planning, and estate 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.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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MA
04/30/2021 - Present
Ameriprise Financial Services, LLC (Middleton MA)
MA
06/01/2009 - 05/12/2021
MORGAN STANLEY (MIDDLETON MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
05/24/2002 - 04/02/2007
MORGAN STANLEY DW INC. (BOSTON MA)
NJ
05/14/1993 - 06/13/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 08/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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