Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Morley Deppoliti is a financial professional with over 30 years of experience in the industry. Bruce is a registered representative of LPL Enterprise, LLC. Bruce is a Certified Financial Planner. Bruce has held previous positions with MSI FINANCIAL SERVICES, INC., LPL FINANCIAL CORPORATION, LIBERTY SECURITIES CORPORATION and MML INVESTORS SERVICES, INC. Bruce is licensed to sell securities in Arizona, California, Florida, Georgia, Maryland, Michigan, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Virginia. Bruce has a wide range of experience in the financial services industry, including portfolio management for individuals and businesses. Bruce is committed to providing clients with personalized financial advice and helping them 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NY
11/14/2024 - Present
LPL Enterprise, LLC (VESTAL NY)
NY
08/09/2010 - 12/05/2016
MSI FINANCIAL SERVICES, INC. (SYRACUSE NY)
NY
08/18/1999 - 05/19/2010
LPL FINANCIAL CORPORATION (SYRACUSE NY)
NY
10/12/1995 - 07/29/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MA
09/30/1992 - 08/18/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 10/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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