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Bruce E. Nelson

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CRD#: 1217154
BN

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bruce Edward Nelson was a registered financial professional .

Bruce is a previously registered financial professional and started their career in finance in 1984. Bruce had worked at 4 firms and has passed the Series 63, Series 6 and Series 22 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 26, 2005 - December 4, 2006

STUART SECURITIES CORP.

BD
CRD#: 47076
NORCROSS, GA
Past

May 17, 1993 - September 12, 1994

AEGON USA SECURITIES INC.

BD
CRD#: 13302
Past

December 3, 1990 - May 17, 1993

OSAIC WEALTH, INC.

BD
CRD#: 23131
Past

May 15, 1984 - November 20, 1990

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/20/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SS
STUART SECURITIES CORP.
STUART FINANCIAL CORP. | W.H. STUART MUTUALS, LTD. | W.H. STUART & ASSOCIATES | STUART SECURITIES CORP.

CRD#: 47076 / SEC#: , 8-51666

BD
Terminated by SEC on 03/27/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 07/23/1998
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
STUART FINANCIAL CORP.OWNER
TONNER, KELVIN GORDONCCO, SECRETARY & TREASURER4525875

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STUART SECURITIES CORP.

CRD#: 47076

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