Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Romagnoli is a financial advisor with Insight Folios. Bruce has been in the financial services industry since 1977. Bruce has worked for multiple firms, including PLANMEMBER SECURITIES CORPORATION, ING FINANCIAL PARTNERS, INC., and NEW ENGLAND SECURITIES. Bruce holds Series 7, 63, 65, and 24 licenses. Bruce is a Chartered Financial Consultant and specializes in providing financial planning, pension consulting, and portfolio management for individuals. Bruce is also an insurance producer with Applied Strategies for Wealth Management and the owner of B&B Income Tax Services, LLC.
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.
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
NH
04/21/2017 - Present
Insight Folios (Bedford NH)
NH
06/05/2008 - 07/03/2014
PLANMEMBER SECURITIES CORPORATION (BEDFORD NH)
NH
01/16/1998 - 06/05/2008
ING FINANCIAL PARTNERS, INC. (BEDFORD NH)
NY
05/21/1991 - 01/16/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
01/28/1981 - 05/02/1991
MONY SECURITIES CORP. (NEW YORK NY)
NY
01/28/1981 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
05/02/1977 - 04/20/1990
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
NA
01/28/1981 - 06/17/1981
SHERMAN OAKS INVESTMENT CO., INC.
BC
Issued 03/12/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/20/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1977
Series 1 - Registered Representative Examination
Active
Inactive
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