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Bruce Robert Schlesinger

Kestra Investment Services, LLC

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About Bruce Robert Schlesinger

Bruce Schlesinger is a financial advisor with over 40 years of experience in the financial services industry. Bruce is currently registered with Kestra Investment Services, LLC and has previously held positions at Chauner Securities, Inc., MML Investors Services, Inc., Manequity, Inc., Travelers Equities Sales, Inc., Nathan, Lewis & Grant, Inc., and Connecticut Mutual Financial Services, Inc.. Bruce's experience, combined with his commitment to providing exceptional client service, has made him a trusted advisor to individuals and families seeking financial guidance.

Firm Information

Bruce Schlesinger is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Bruce Schlesinger’s Registration & Firm History

IL

11/17/2005 - Present

Kestra Investment Services, LLC (CHICAGO IL)

IL

06/12/1984 - 10/18/2005

CHAUNER SECURITIES, INC. (NORTHBROOK IL)

MA

02/11/1997 - 09/26/2005

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

MA

05/28/1992 - 01/08/1997

MANEQUITY, INC. (BOSTON MA)

CA

08/27/1981 - 03/26/1990

TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)

NA

12/14/1981 - 06/04/1985

NATHAN, LEWIS & GRANT, INC.

NA

05/21/1979 - 06/29/1984

CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.

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Licenses & Designations

BC

Issued 01/07/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/1979

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bruce Robert Schlesinger.
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