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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Heymont is a financial advisor with over 30 years of experience in the industry. Bruce is registered with Horizon Wealth Management and has a broad range of experience in investment advisory services, specializing in financial planning, pension consulting, and portfolio management for individuals and businesses. Bruce holds the Series 6, 7, 24, 63 and 65 licenses as well as the SIE exam. Bruce is a Certified Financial Planner and has been recognized for his expertise in financial planning. Bruce is dedicated to providing personalized and comprehensive financial advice to help clients achieve their financial goals. Bruce is committed to providing exceptional service and building strong relationships with clients.
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.
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.
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2
IL
06/29/2022 - Present
Horizon Wealth Management (LA GRANGE IL)
NY
02/04/1988 - 03/20/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
07/16/1999 - 12/31/2001
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NY
02/04/1988 - 07/16/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
02/04/1988 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 06/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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