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Bruce Benedict Levy

Truist Securities, Inc.

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About Bruce Benedict Levy

Bruce Benedict Levy is a financial advisor with Truist Securities, Inc. Bruce has been in the financial services industry since 1995. Bruce is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Bruce has been registered with Truist Securities, Inc. since December 2022. Bruce has a wide range of experience in the financial services industry.

Firm Information

Bruce Levy is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Bruce Levy’s Registration & Firm History

NC

12/01/2022 - Present

Truist Securities, Inc. (CHARLOTTE NC)

NC

07/01/2003 - 09/21/2022

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

MO

10/01/1999 - 07/01/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NC

02/02/1998 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

NC

07/21/1995 - 02/02/1998

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 11/21/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/2019

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Bruce Benedict Levy.
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