Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Goodman is a financial advisor with over 30 years of experience in the industry. Bruce has held various roles at different firms, including LPL Financial LLC, Purshe Kaplan Sterling Investments, and most recently Hightower Advisors, LLC. Bruce specializes in providing financial planning, portfolio management, and treasury management services for individuals and businesses.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
FL
04/25/2023 - Present
Hightower Advisors, LLC (Boca Raton FL)
NY
05/14/2021 - 12/31/2022
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
MA
12/16/1989 - 11/17/2020
LPL FINANCIAL LLC (LYNNFIELD MA)
NA
03/30/1988 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
02/13/1987 - 03/15/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/13/1984 - 02/21/1987
FIRST ATLANTIC INVESTMENT CORP.
NA
07/02/1982 - 08/31/1984
CONTINENTAL INVESTOR SERVICES CORPORATION
NA
02/03/1981 - 07/21/1982
CROWN FINANCIAL CORPORATION
NA
05/23/1980 - 02/23/1981
MCNEISH, DE LOREY, INC.
NA
12/26/1978 - 06/01/1980
CM SECURITIES, INC.
NA
02/01/1974 - 12/02/1978
CAPITAL ANALYSTS, INCORPORATED
NA
12/04/1973 - 02/01/1974
FML FUNDS DISTRIBUTION COMPANY
NA
05/14/1973 - 12/10/1973
TRAVELERS EQUITIES SALES, INC.
NA
01/28/1970 - 05/29/1973
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 01/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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