Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Monaco is a financial advisor at Edward Jones. Bruce has been in the financial services industry for more than 10 years. Bruce is registered with the Financial Industry Regulatory Authority (FINRA) and the state of New York. Bruce has a Series 7, Series 63, and Series 66 license. Bruce also has a Series 3 license. Bruce's specializations include providing financial planning, portfolio management, and pension consulting services. Bruce specializes in working with high-net-worth individuals, corporations, and other businesses. Bruce has previously worked at Charles Schwab & Co., Inc., TD Ameritrade, Inc., and Scottrade, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
04/12/2024 - Present
Edward Jones (HUNTINGTON NY)
NY
01/26/2022 - 01/08/2024
CHARLES SCHWAB & CO., INC. (Huntington Station NY)
NY
02/26/2018 - 12/20/2023
TD AMERITRADE, INC. (Huntington Station NY)
FL
02/08/2016 - 02/26/2018
SCOTTRADE, INC. (BOYNTON BEACH FL)
MO
07/01/2003 - 12/01/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/08/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 05/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2012
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2011
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 04/07/2010
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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