Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy A. Bruce is an investment advisor representative at Osaic Wealth, Inc. Troy has been in the securities industry since 1999. Troy is registered with FINRA and the state of Montana. Troy holds the Series 6, 7, 63, and 65 securities licenses, and the SIE exam. Troy has worked for several firms including First Financial Equity Corporation, LPL Financial LLC, IFMG Securities, Inc. and UBS Financial Services Inc. Troy's specializations include providing financial planning, pension consulting, educational seminars, and portfolio management. Troy's office is located in Billings, Montana.
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
MT
04/07/2022 - Present
Osaic Wealth, Inc. (BILLINGS MT)
MT
06/19/2018 - 05/03/2022
FIRST FINANCIAL EQUITY CORPORATION (BILLINGS MT)
MT
03/04/2008 - 07/06/2018
LPL FINANCIAL LLC (BILLINGS MT)
MT
03/27/2007 - 03/04/2008
IFMG SECURITIES, INC. (BILLINGS MT)
MT
02/02/1999 - 12/19/2006
UBS FINANCIAL SERVICES INC. (BILLINGS MT)
IA
Issued 03/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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