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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you R bruce? Claim Your ProfileR bruce Alderman is a financial advisor with over 30 years of experience in the financial services industry. R bruce Alderman is currently registered with Capital Portfolio Management, Inc. R bruce Alderman has a wealth of experience in providing financial advice to individuals, corporations, and high net worth individuals. R bruce Alderman has also worked with other firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chapin, Davis, Jones Falls Securities Inc., Smith Barney, Harris Upham & Co., Incorporated, and Paine Webber Incorporated. R bruce Alderman holds Series 7, Series 10, Series 24, Series 28, Series 55, Series 63, and Series 65 licenses. R bruce Alderman specializes in portfolio management for individuals and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
02/21/2020 - Present
Capital Portfolio Management, Inc. (TIMONIUM MD)
MD
02/21/2017 - 03/08/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
MD
03/21/1991 - 10/05/2016
CHAPIN, DAVIS (BALTIMORE MD)
MD
01/19/1990 - 03/27/1991
JONES FALLS SECURITIES INC. (BALTIMORE MD)
NY
05/17/1989 - 01/22/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NJ
10/13/1987 - 05/30/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
04/23/1986 - 10/22/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 06/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/23/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/14/2013
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 12/12/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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