Unclaimed
Bruce Rotkowitz is an investment advisor representative with Allstate Financial Services, LLC in Medford, NJ. Bruce has been in the financial services industry since July 6, 2002. Bruce is registered with FINRA and the state of New Jersey. Bruce has passed the Series 6, Series 63, and SIE exams. Bruce’s current registration with Allstate Financial Services, LLC began on May 10, 2023.
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.
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.
1
2
NJ
05/10/2023 - Present
Allstate Financial Services, LLC (Medford NJ)
NJ
02/28/2001 - 12/31/2021
ALLSTATE FINANCIAL SERVICES, LLC (MEDFORD NJ)
BC
Issued 11/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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