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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Justin Bruce is a financial advisor with Equitable Advisors, LLC. William has been in the financial services industry for over 7 years and is licensed in California, Florida, Georgia, Idaho, North Carolina, South Carolina, and Texas. William holds the Series 7, Series 63, Series 65, and Series 24 securities licenses. William specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. William's office is located in Greenville, South Carolina.
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.
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2
SC
04/29/2020 - Present
Equitable Advisors, LLC (GREENVILLE SC)
IA
Issued 09/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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