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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 John Sallah is a financial advisor with over 40 years of experience. Bruce John Sallah is currently registered with Raymond James & Associates, Inc., a well-established firm with a strong reputation. Bruce John Sallah specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Bruce John Sallah has a diverse range of clients including high-net-worth individuals, corporations, and pension plans. Bruce John Sallah is dedicated to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VT
05/12/2021 - Present
Raymond James & Associates, Inc. (Quechee VT)
FL
08/22/2019 - 02/11/2021
CETERA ADVISOR NETWORKS LLC (BOCA RATON FL)
FL
02/03/2003 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
MO
01/02/2001 - 02/18/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
01/03/1994 - 01/02/2001
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
FL
01/19/1981 - 01/03/1994
JW CHARLES SECURITIES, INC. (BOCA RATON FL)
IA
Issued 10/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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