Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Kaserman is an investment advisor representative with Portfolio Medics, LLC. Bruce has been in the financial industry for over 30 years. Bruce's previous experience includes positions at First Midwest Securities, Inc., American Portfolios Financial Services, Inc., American Investment Services, Inc., Brill Securities, Inc., SecWest Securities, Inc., FFP Securities, Inc., Corporate Securities Group, Inc., First Montauk Securities Corp., Robert Thomas Securities, Inc, Dean Witter Reynolds Inc., Redstone Securities, Inc., J F Lowe & Company Incorporated, Power Securities Corporation, Madison Chapin Assocs., Inc., The Stuart-James Company, Inc., Brooks Weinger Robbins & Leeds Inc., Sunrise Capital Corp., Investors Center Incorporated, Norbay Securities Inc., Sandhurst Securities Ltd., and The Stuart-James Company, Inc. Bruce is registered with the state of Virginia.
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
VA
01/07/2021 - Present
Portfolio Medics, LLC (VIENNA VA)
IL
08/14/2003 - 08/05/2004
FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)
NY
03/08/2002 - 08/18/2003
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
OK
09/12/2000 - 03/01/2002
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
NY
06/23/2000 - 09/13/2000
BRILL SECURITIES, INC. (NEW YORK NY)
FL
08/30/1999 - 06/22/2000
SECWEST SECURITIES, INC. (FT. LAUDERDALE FL)
MO
06/14/1997 - 08/31/1999
FFP SECURITIES, INC. (CHESTERFIELD MO)
MO
03/08/1996 - 04/15/1997
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NJ
07/26/1995 - 03/05/1996
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
FL
09/15/1992 - 08/01/1995
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
04/06/1990 - 08/26/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
TX
07/18/1989 - 12/19/1989
REDSTONE SECURITIES, INC. (DALLAS TX)
NA
03/02/1989 - 07/12/1989
J F LOWE & COMPANY INCORPORATED
NA
11/22/1988 - 02/28/1989
POWER SECURITIES CORPORATION
NA
10/13/1987 - 12/07/1988
MADISON CHAPIN ASSOCS., INC.
NA
04/30/1987 - 10/27/1987
THE STUART-JAMES COMPANY, INC.
NA
01/20/1987 - 05/20/1987
BROOKS WEINGER ROBBINS & LEEDS INC.
NA
11/25/1986 - 01/15/1987
SUNRISE CAPITAL CORP.
NA
07/15/1986 - 08/26/1986
INVESTORS CENTER INCORPORATED
NA
05/27/1986 - 07/10/1986
NORBAY SECURITIES INC.
NA
05/12/1986 - 05/30/1986
SANDHURST SECURITIES LTD.
NA
10/22/1985 - 05/07/1986
THE STUART-JAMES COMPANY, INC.
IA
Issued 04/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/15/1995
Series 24 - General Securities Principal Examination
BC
Issued 07/08/1991
Series 3 - National Commodity Futures Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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