Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Benjamin Milstein is a financial advisor at Janney Montgomery Scott LLC. Bruce has been in the financial industry since 1998, and has a broad range of experience with individuals, corporations, and institutions. Bruce holds a variety of licenses and certifications including the Series 3, 7, 10, 31, 63, and 65 licenses. Bruce is a Certified Financial Planner. Bruce is registered to provide securities and advisory services in all 50 states, District of Columbia, Puerto Rico, and the Virgin Islands. Bruce has a wealth of experience in financial planning, portfolio management, and pension consulting. Bruce also provides educational seminars and helps clients select other advisors as needed.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NY
07/18/2022 - Present
Janney Montgomery Scott LLC (NEW YORK NY)
NJ
12/16/2005 - 07/19/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
NJ
11/01/2002 - 12/19/2005
CITIGROUP GLOBAL MARKETS INC. (NEW BRUNSWICK NJ)
NY
09/03/1998 - 11/14/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2013
Series 3 - National Commodity Futures Examination
BC
Issued 04/25/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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