Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Siegel is a financial advisor who has been in the industry since 1994. Bruce is currently registered with Ladenburg Thalmann Asset Management Inc. Previously, Bruce was registered with Ladenburg Capital Management Inc.. Bruce has a wide range of experience in the financial industry, holding licenses and registrations in numerous states. Bruce also holds a Series 4, 7, 9, 24, 63 and 65. Bruce is a partner in JFB Inc LLC, a distributor of wine, champagne and spirits.
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.
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.
Provide model recommendations to other rias
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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/08/2008 - Present
Ladenburg Thalmann Asset Management Inc. (Boca Raton FL)
NY
01/12/1994 - 11/20/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
IA
Issued 09/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2001
Series 4 - Registered Options Principal Examination
BC
Issued 05/15/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/03/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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