Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Michael Cohen is a financial advisor with over 30 years of experience. Bruce is currently registered with LPL Financial LLC. Bruce is a Chartered Financial Consultant and holds Series 7, Series 24, Series 63, and Series 65 licenses. Bruce's prior experience includes working with Janney Montgomery Scott LLC, Paine Webber Incorporated, and Smith Barney, Harris Upham & Co., Incorporated.
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.
Consulting and other non-discretionary advisory services
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.
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2
NJ
06/01/2023 - Present
LPL Financial LLC (HADDONFIELD NJ)
NC
08/06/2010 - 06/02/2023
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
NJ
03/01/2007 - 08/06/2010
WUNDERLICH SECURITIES, INC. (HADDON FIELD NJ)
NJ
08/01/2003 - 03/01/2007
CAPITAL SECURITIES OF AMERICA, INC. (HADDON FIELD NJ)
PA
11/06/1997 - 10/25/2002
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NJ
07/08/1994 - 10/24/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
10/15/1986 - 06/28/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
10/19/1983 - 10/22/1986
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 12/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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