Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Elliot Wolfe is a financial professional with over 10 years of experience in the industry. Bruce is currently registered with BNY Mellon Securities Corp. Bruce has previously held positions at BlackRock Investments, LLC and Allianz Global Investors Distributors LLC. Bruce has a Series 7, Series 63, and SIE licenses. Bruce specializes in portfolio management for individuals and businesses. Bruce serves clients in a variety of states.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
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NY
08/28/2019 - Present
BNY Mellon Securities Corp. (NEW YORK NY)
NY
03/05/2014 - 05/31/2018
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
NY
06/06/2011 - 01/07/2013
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
BC
Issued 06/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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