Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Ohrenich is a financial professional with over 40 years of experience in the industry. Bruce is a Registered Representative and Investment Advisor Representative with Hornor, Townsend & Kent, LLC. Bruce's experience includes a previous role with Thomson McKinnon Securities Inc. and positions with Smith Barney, Harris Upham & Co., Incorporated, Gruntal & Co., E. W. Smith Co. and First Jersey Securities, Inc. Bruce's licenses include the Series 7, Series 24, and Series 63 examinations. Bruce is also a Certified Financial Planner.
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.
Trail commissions, distribution assistance fees
1
2
PA
10/29/2003 - Present
Hornor, Townsend & Kent, LLC (CONSHOHOCKEN PA)
NY
10/28/1986 - 07/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
01/14/1983 - 11/03/1986
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
03/31/1982 - 01/22/1983
GRUNTAL & CO.
NA
04/30/1981 - 04/01/1982
E. W. SMITH CO.
NA
09/23/1980 - 05/30/1981
FIRST JERSEY SECURITIES, INC.
BC
Issued 10/29/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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