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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 James Barnatones is a financial advisor registered with Cadaret, Grant & CO., Inc. and is licensed to conduct business in several states. Bruce is also a Certified Financial Planner. He has been in the industry since 1985 and specializes in providing financial planning services for individuals, businesses, and retirement plans. Bruce has a strong track record of success in helping clients achieve their financial goals. He is committed to providing personalized service and advice to help clients make informed decisions about their financial futures.
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.
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NY
07/07/2021 - Present
Cadaret, Grant & CO., Inc. (ROCHESTER NY)
MN
10/23/1985 - 10/14/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/23/1985 - 10/14/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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