Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Frederick Shindelman is an Investment Advisor Representative with Jaffe Tilchin Investment Partners, LLC, which is based in Tampa, FL. Bruce is licensed to offer investment advice in Florida. Bruce has been in the industry since 1984. Bruce has experience working with a variety of clients including trusts, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Bruce specializes in providing financial planning, pension consulting, and selection of other advisors.
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.
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.
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2
FL
01/26/2021 - Present
Jaffe Tilchin Investment Partners, LLC (TAMPA FL)
FL
06/27/2022 - 02/01/2023
APW CAPITAL, INC. (TAMPA FL)
FL
07/01/2003 - 12/23/2020
WELLS FARGO CLEARING SERVICES, LLC (TAMPA FL)
NY
08/25/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/08/1987 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
06/12/1984 - 06/16/1987
DEAN WITTER REYNOLDS INC.
NA
03/19/1984 - 06/30/1984
ACORN SECURITIES,INC.
NA
03/05/1984 - 03/21/1984
THE STUART-JAMES COMPANY, INC.
NA
03/05/1984 - 03/16/1984
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 10/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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