Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Glen Bruce is an active investment advisor representative for Geneos Wealth Management, Inc. Robert has over 20 years of experience in the financial services industry. Robert has a strong track record of providing financial advice and investment management services to individuals, families, and businesses. Robert is also a Registered Investment Advisor (RIA) and holds the Series 7, Series 63, and Series 65 licenses. Robert is dedicated to providing clients with personalized financial advice and investment solutions to help them achieve their financial goals.
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
PA
03/02/2018 - Present
Geneos Wealth Management, Inc. (Wexford PA)
PA
07/16/2002 - 03/02/2018
COMMONWEALTH FINANCIAL NETWORK (WEXFORD PA)
PA
10/28/1998 - 07/16/2002
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
PA
08/21/1998 - 11/03/1998
BEACONSFIELD FINANCIAL SERVICES, INC. (CANONSBURG PA)
IA
Issued 09/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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