Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Ira Greenberg is a financial advisor at Kingswood Wealth Advisors, LLC, a firm that manages over $1 billion in assets. Bruce has been in the financial services industry since 1995 and has a strong background in both investment advising and accounting. Bruce is registered with the state of New York as an Investment Advisor Representative, as well as Texas. Bruce has worked at other firms, including Berthel, Fisher & Company Financial Services, Inc., Nathan & Lewis Securities, Inc., and Trusted Securities Advisors Corp. Bruce is a Certified Public Accountant (CPA) and holds several securities licenses, including Series 3, 6, 7, and 63. Bruce also holds the SIE exam. Bruce provides financial planning, portfolio management, and consulting services to individuals, families, 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.
Guidance on pension options to ensure a secure financial future.
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.
Hourly consulting
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
NY
04/11/2024 - Present
Kingswood Wealth Advisors, LLC (White Plains NY)
NY
04/18/2000 - 12/31/2023
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (WHITE PLAINS NY)
NY
05/19/1999 - 04/27/2000
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
11/10/1995 - 05/11/1999
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
IA
Issued 07/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2000
Series 3 - National Commodity Futures Examination
BC
Issued 09/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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