Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Jonathan Weinstein is a financial advisor based in Scottsdale, Arizona. Bruce has been in the industry since 1989 and has a diverse background in financial services. Currently, Bruce is registered as an Investment Advisor Representative with Premier Southwest Planning Group, LLC. Bruce is a licensed insurance agent and has a long history of working with clients to develop comprehensive financial plans, including retirement planning, investment management, and insurance. Bruce has a strong commitment to helping his 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.
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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AZ
05/02/2024 - Present
Premier Southwest Planning Group, LLC (Scottsdale AZ)
AZ
07/09/2004 - 07/19/2017
THE O.N. EQUITY SALES COMPANY (SCOTTSDALE AZ)
NY
06/01/1999 - 07/08/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MN
12/14/1990 - 05/27/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
NE
09/08/1989 - 09/24/1990
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
Issued 08/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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