Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Trant is a financial advisor with over 30 years of experience in the industry. Bruce is registered as a Broker/Dealer with the state of Illinois and as an Investment Advisor Representative with the states of Texas and Illinois. Bruce is a registered principal and has passed multiple industry exams including Series 3, 4, 7, 24, 55, 57TO, and 65. Bruce has been with J.P. Morgan Securities LLC since 2024 and has previously worked with Cantor Fitzgerald & Co., Citigroup Global Markets Inc., and Everen Securities, Inc. Bruce's primary office is located in Chicago, Illinois. Bruce has extensive experience advising individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, insurance companies, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
05/20/2024 - Present
J.p. Morgan Securities LLC (Glen Ellyn IL)
IL
04/02/2018 - 03/14/2023
CANTOR FITZGERALD & CO. (CHICAGO IL)
IL
01/15/1993 - 12/07/2017
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
MO
10/14/1991 - 01/20/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 05/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2019
Series 4 - Registered Options Principal Examination
BC
Issued 06/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2009
Series 3 - National Commodity Futures Examination
BC
Issued 01/26/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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