Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Mendelsohn is a financial advisor with over 25 years of experience in the industry. He has been with Perella Weinberg Partners LP since 2016. Bruce was previously with Goldman, Sachs & Co. and M.J. Whitman, Inc. Bruce holds several licenses including Series 7, 24, 63, 79TO, and SIE. He is registered in New York.
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.
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.
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2
NY
02/08/2016 - Present
Perella Weinberg Partners LP (NEW YORK NY)
NY
06/22/1998 - 08/27/2015
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
05/31/1996 - 10/04/1996
M. J. WHITMAN, INC. (NEW YORK NY)
BC
Issued 07/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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