Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Anthony Bittles has been in the industry since June 10, 1978 and is currently registered with Robert W. Baird & Co. Inc.. Bruce has been with this firm since August 2002. He is registered as an investment advisor representative in Florida and Tennessee. Bruce has previously worked at PAINEWEBBER INCORPORATED, J.C. BRADFORD & CO., DAVIS, MENDEL & REGENSTEIN, INC. and J.C. BRADFORD & CO.. Bruce has passed several industry exams including Series 7TO, Series SIE, Series 86, Series 5, Series 4, Series 40, and Series 1.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
FL
06/09/2004 - Present
Robert W. Baird & Co. Inc. (Sarasota FL)
NJ
08/14/2000 - 10/02/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/27/1987 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NA
04/09/1985 - 11/25/1985
DAVIS, MENDEL & REGENSTEIN, INC.
NA
09/05/1974 - 04/22/1985
J.C. BRADFORD & CO.
BC
Issued 09/13/1977
Series 4 - Registered Options Principal Examination
BC
Issued 10/26/1976
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/21/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/27/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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