Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Zessar is a financial advisor who has been in the industry since 2004. Bruce is a Chartered Financial Analyst and is currently registered with Advisory Research Inc. as an Investment Advisor Representative. Prior to that, Bruce was registered with Morgan Stanley DW Inc. in Purchase, New York. Bruce has experience providing portfolio management for individuals, businesses, investment companies, and 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
08/11/2020 - Present
Advisory Research Inc. (CHICAGO IL)
NY
09/10/2004 - 09/27/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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