Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Fogwell is a financial advisor with Park Avenue Securities LLC. Bruce has been in the financial services industry for over 26 years. Bruce holds Series 7, 31, 63, and 66 licenses and has experience with investment companies, insurance companies, high net worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Bruce specializes in providing financial planning, selection of other advisors, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
NY
08/25/2022 - Present
Park Avenue Securities LLC (TARRYTOWN NY)
NY
09/16/2015 - 10/05/2016
NYLIFE SECURITIES LLC (WHITE PLAINS NY)
NY
07/23/2012 - 06/02/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
CT
10/11/2010 - 06/21/2012
MORGAN STANLEY SMITH BARNEY (GREENWICH CT)
NY
10/27/2008 - 11/03/2008
KAUFMAN BROS., L.P. (NEW YORK NY)
NY
07/31/2001 - 03/02/2006
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NY
10/08/1998 - 12/04/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
01/18/1995 - 10/08/1998
CITICORP SECURITIES, INC. (NEW YORK NY)
NA
04/24/1990 - 01/01/1994
HILL SAMUEL SECURITIES CORPORATION
BOTH
Issued 11/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 10/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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