Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce John Wojack is a financial advisor with Northern Trust Securities, Inc. based in Chicago, IL. Bruce has over 25 years of experience in the financial services industry. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and Series 65 licenses. Bruce is also a registered investment advisor in multiple states. Bruce has been registered with Northern Trust Securities, Inc. since 2017, and before that, he was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bruce specializes in providing financial advice to high-net-worth individuals, families, and businesses. He also has experience in portfolio management for pooled investment vehicles.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
06/08/2017 - Present
Northern Trust Securities, Inc. (Chicago IL)
IL
06/02/2007 - 05/16/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
07/01/2006 - 04/25/2007
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
01/22/2003 - 07/01/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
07/10/2001 - 08/09/2002
BESSEMER INVESTOR SERVICES, INC. (NEW YORK NY)
NA
11/08/1988 - 10/14/1989
FIRST CHICAGO INVESTMENT SERVICES, INC.
NA
01/27/1986 - 11/03/1987
PIPER, JAFFRAY & HOPWOOD INCORPORATED
BC
Issued 03/05/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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