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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 Brolle is an investment advisor representative with Insight Advisors, LLC. Bruce has been in the financial industry for over 25 years. Bruce has experience with both individual and institutional clients, and he is a registered investment advisor in Pennsylvania. Bruce holds the Series 7, 8, 31, 63 and 65 licenses, as well as the SIE exam. Previously, Bruce worked at Morgan Stanley, PNC Investments, Citigroup Global Markets Inc., and J.J.B. Hilliard, W.L. Lyons, Inc.
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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PA
11/22/2016 - Present
Insight Advisors, LLC (Newtown PA)
PA
11/23/2016 - 12/21/2017
PURSHE KAPLAN STERLING INVESTMENTS (NEWTOWN PA)
PA
06/01/2009 - 11/15/2016
MORGAN STANLEY (DOYLESTOWN PA)
PA
06/22/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEWTOWN PA)
PA
01/01/2004 - 07/02/2007
PNC INVESTMENTS (DOYLESTOWN PA)
KY
04/21/1999 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
12/09/1994 - 04/21/1999
PNC BROKERAGE CORP (PITTSBURGH PA)
NY
09/11/1992 - 06/28/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
08/28/1991 - 08/21/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 11/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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