| Advisor Profile |
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Business Description |
BRUCE PARMENTER JR
What can you expect from me ?
My approach
Equipped with the knowledge of your goals , I can help you set targeted objectives that are flexible
enough to adapt to your changing personal and/or business finance needs.
I then help you organize and set those strategies into action, finding solutions and identifying opportunities that could influence your financial success and security.
I stress a disciplined approach to investing based upon your specific goals, risk tolerance, investing style and time horizon.
My service commitment
I provide clients with quality service. Portfolio performance and client satisfaction are my primary objectives.
To reach this goal, I will :
Deliver reviews of your portfolio’s performance during the year,
and suggest at least one of these reviews be face-to-face.
Every individual is entitled to peace of mind and financial freedom when it comes to retirement.I would love to be a major part in that area for you. |
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General Information |
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| Insurance License#: |
0350293
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| Name of Broker/Dealer: |
Merrill Lynch, Pierce ,Fenner & Smith Incorporated
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| States Licensed in: |
AZ, CA, FL, IL, IN, MI, MO, NE, OH, OK
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| States Willing to do Business in: |
All States
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| Years of Experience in Financial Services: |
4
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| Number of Years with Current Firm: |
1
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| Work Experience: |
Former Marine (USMC) 4YRS
Former Teamster 10 + YRS
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| I work with the following types of clients: |
Businesses, Investment Clubs, Individual Investors, Non-Profit Organizations
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Services |
| Investment Types: |
Annuities, Insurance, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Bonds
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Qualifications & Memberships |
| Securities Licenses: |
Series 63, Series 6, Series 7, Series 66
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| Insurance and Annuity Licenses: |
Health, Annuity, Variable Annuity, Variable Life, Long Term Care, Life
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| Non-Financial Organization Memberships: |
Chamber of Commerce, Dearborn Heights , MI
Rotary Club of Dearborn Heights, MI
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$5,000
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| Compensation Methods: |
Based on Assets, Commissions
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| Fee % Based on Assets: |
.75 - 1.50
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| Prepared By: |
Bruce Parmenter |
| Most Recent Update: |
10/28/2008 |
Frequently Asked Questions |
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