Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Fitzsimmons is an Investment Advisor Representative associated with Quotient Wealth Partners, LLC. Bruce has been in the industry since 2007. Bruce is currently registered with the state of New Jersey. Prior to joining Quotient Wealth Partners, LLC, Bruce was employed with Mercer Allied Company, L.P., Goldman Sachs & Co. LLC, Cetera Advisor Networks LLC, Girard Securities, Inc., LPL Financial LLC, and AXA Advisors, LLC. Bruce holds the Series 66, Series 7, and SIE licenses. Bruce's specializations include financial planning, selection of other advisors, and portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
09/08/2023 - Present
Quotient Wealth Partners, LLC (IRVING TX)
NJ
09/03/2020 - 10/19/2023
MERCER ALLIED COMPANY, L.P. (MORRISTOWN NJ)
NJ
09/01/2020 - 10/19/2023
GOLDMAN SACHS & CO. LLC (MORRISTOWN NJ)
TX
11/01/2017 - 08/31/2020
CETERA ADVISOR NETWORKS LLC (IRVING TX)
TX
10/21/2011 - 11/01/2017
GIRARD SECURITIES, INC. (IRVING TX)
NJ
04/01/2009 - 11/07/2011
LPL FINANCIAL LLC (MORRISTOWN NJ)
NJ
11/14/2007 - 02/26/2009
AXA ADVISORS, LLC (MORRISTOWN NJ)
BOTH
Issued 03/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Bruce Fitzsimmons is the right advisor for you? Invested Better is here to help.
