Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Bortniker is an active Registered Representative, Investment Advisor Representative and has been in the industry since March 1998. Bruce is currently employed by Wells Fargo Advisors Financial Network, LLC and is licensed in Florida, New York and other states. Prior to Wells Fargo Advisors Financial Network, LLC, Bruce was with Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Prudential Securities Incorporated and Quest Capital Strategies, Inc. Bruce holds a Series 63, Series 65, Series 7 and SIE license and has a wide range of experience in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
Investment consulting services to institutional clients
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.
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2
NJ
03/31/2022 - Present
Wells Fargo Advisors Financial Network, LLC (HACKENSACK NJ)
NY
03/25/2011 - 03/31/2022
WELLS FARGO CLEARING SERVICES, LLC (NEW CITY NY)
NY
06/01/2009 - 04/04/2011
MORGAN STANLEY SMITH BARNEY (PEARL RIVER NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PEARL RIVER NY)
NY
04/17/2003 - 04/02/2007
MORGAN STANLEY DW INC. (PEARL RIVER NY)
NY
05/11/1998 - 04/23/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
03/30/1998 - 05/22/1998
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 06/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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