Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Greenwald is a financial advisor based in Beachwood, Ohio, with over 20 years of experience in the industry. Bruce currently works with Oneseven, a firm that provides financial planning, educational seminars, and portfolio management for individuals. Bruce has also worked with other well-known firms such as Morgan Stanley, Merrill Lynch, and Citigroup Global Markets.
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.
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.
Solicitors' fees for referrals to other money managers
1
2
OH
01/04/2017 - Present
Oneseven (BEACHWOOD OH)
UT
07/03/2019 - 10/14/2020
INTERNATIONAL ASSETS ADVISORY, LLC (PARK CITY UT)
UT
07/01/2016 - 07/19/2019
PURSHE KAPLAN STERLING INVESTMENTS (Park City UT)
OH
06/01/2009 - 07/30/2016
MORGAN STANLEY (PEPPER PIKE OH)
OH
11/13/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEACHWOOD OH)
OH
11/12/2004 - 11/17/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAGRIN FALLS OH)
NY
04/23/1999 - 11/19/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 05/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 04/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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