Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Scott Lubatkin is a financial advisor who has been in the industry since 1994. Bruce is currently registered with LPL Financial LLC in Florida, New Jersey, and Texas. Bruce's previous employers include Cetera Financial Specialists LLC, C. J. M. Planning Corp., Chemical Investment Services Corp., and Byrne Financial Planning Corp. Bruce has a Series 6, Series 7, Series 63, and SIE licenses. Bruce also holds the Certified Financial Planner designation. Bruce is a Registered Representative and Investment Advisor Representative. Bruce provides consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/02/2021 - Present
LPL Financial LLC (NOKOMIS FL)
NJ
10/24/2005 - 08/02/2021
CETERA FINANCIAL SPECIALISTS LLC (CRESSKILL NJ)
NJ
05/10/1996 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
NA
04/02/1996 - 06/03/1996
CHEMICAL INVESTMENT SERVICES CORP.
NJ
01/29/1994 - 03/28/1996
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
NA
08/28/1993 - 09/08/1993
BYRNE FINANCIAL PLANNING CORP.
BC
Issued 03/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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