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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Steven Horowitz is a financial advisor currently registered with LPL Financial LLC. Bruce has been in the financial industry since 1996 and has a wide range of experience working with both individuals and businesses. Bruce has a variety of licenses and designations including Series 7, Series 6, Series 22, and Series 63. Bruce's previous employers include The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, and Cigna Financial Advisors, Inc. Bruce offers a wide range of services including financial planning, portfolio management, and consulting.
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
CA
12/03/2024 - Present
LPL Financial LLC (LOS ANGELES CA)
IN
05/07/2002 - 03/21/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 03/21/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
02/13/1996 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
03/20/1985 - 04/08/1985
AMERICAN DIVERSIFIED EQUITY CORPORATION
BC
Issued 02/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1996
Series 2 - Non-Member General Securities Examination
BC
Issued 02/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/19/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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