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Bruce Rotkowitz

Allstate Financial Services, LLC

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About Bruce Rotkowitz

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.

Firm Information

Bruce Rotkowitz is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

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 Rotkowitz’s Registration & Firm History

NJ

05/10/2023 - Present

Allstate Financial Services, LLC (Medford NJ)

NJ

02/28/2001 - 12/31/2021

ALLSTATE FINANCIAL SERVICES, LLC (MEDFORD NJ)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bruce Rotkowitz.
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