Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Horvitz is a financial advisor with over 30 years of experience in the industry. Bruce is a registered representative with Osaic Wealth, Inc. and holds a Series 6, 7, 63 and 65 licenses, along with the SIE. Bruce has a designation as a Chartered Financial Consultant and has been involved in offering insurance products and financial services. Bruce is registered in various states including Florida, Pennsylvania, and Texas. Bruce is also registered as an Investment Advisor Representative in Florida, Pennsylvania, and Texas. Bruce has a long history of working with individuals, high-net-worth individuals, corporations, businesses, and retirement plans. Bruce is committed to providing personalized financial advice and helping clients achieve their financial goals.
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
PA
01/24/2025 - Present
Osaic Wealth, Inc. (NEW ALEXANDRIA PA)
IN
12/10/2004 - 05/24/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
12/12/2003 - 12/04/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
06/01/1998 - 12/04/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
01/24/1985 - 06/09/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
01/24/1985 - 06/09/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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