Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Howard Weinstein is a financial advisor with Equitable Advisors, LLC. Bruce has been in the financial services industry since 1973. He is licensed to provide financial advice in Alabama, California, Florida, Georgia, Kentucky, Maryland, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Texas, Utah, and Virginia. Bruce holds a Series 63, Series 65, Series 7TO, and Series 1 licenses. Bruce is a board member of Hillells of Georgia and a trustee of the Marcus Jewish Community Center of Atlanta. Bruce is also the president of Zeta Beta Tau National Fraternity Foundation. He is committed to providing his clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
GA
07/10/2017 - Present
Equitable Advisors, LLC (ATLANTA GA)
NY
08/20/1973 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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