Bruce Carlson & Associates

Description

She joined the Carlson team in 2010. She has extensive experience in customer service and support as well as office management. Amy prides herself on her ability to provide an outstanding level of service to clients, advisors and the Carlson Team.

Mary has worked with Bruce’s team since 1987. Mary is a Series 7, and 63 registered broker as well as being an Investment Advisor Representative. Her responsibilities include: Investments, Office Managment, Account Operations, Client communications and maintaining compliance standards within the branch. She enjoys people and her excellent customer service skills set her apart.

You acknowledge that the Owner collects and uses personal information for purposes of providing the services described on this site. The Owner is committed to respecting the privacy and confidentiality of information in accordance with applicable law. The Owner has established and will continue to maintain appropriate safeguards to protect the security and confidentiality of personal information. However, you acknowledge and confirm that the Internet is not a secure medium where privacy and confidentiality can be guaranteed and that complete security and confidentiality of transmissions to and from this site over the Internet is not possible at this time. Your confidential use of the site cannot be guaranteed and you acknowledge that your use of the site (including information you transmit to the site) may be subject to access or manipulation by, or disclosure to, third parties. Without limiting any other disclaimer herein, neither the Owner nor any third party shall be responsible or liable for any damages that you or any other person may suffer in connection with any such breach of privacy, confidentiality or security.

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