Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Somer is a financial advisor registered with Janney Montgomery Scott LLC. Bruce has been in the financial industry since May 1994 and is licensed in New Jersey, New York, and Texas. Bruce has experience with a variety of investment firms, including Morgan Stanley, Citigroup Global Markets Inc., and Charles Schwab & Co., Inc. Bruce is a registered investment advisor and a general securities representative. Bruce has a strong focus on providing financial planning services to high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans. Bruce has been with Janney Montgomery Scott LLC since 2014.
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.
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.
Fee plus commission
1
2
NY
12/04/2014 - Present
Janney Montgomery Scott LLC (MELVILLE NY)
NY
06/01/2009 - 12/02/2014
MORGAN STANLEY (NEW YORK NY)
NY
08/06/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
FL
11/21/2005 - 07/27/2007
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
CO
05/03/2005 - 07/12/2005
FIXED INCOME SECURITIES, LP (MONUMENT CO)
TX
02/09/1998 - 12/02/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
02/24/1997 - 05/13/1997
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
NY
02/28/1995 - 03/04/1997
AMERICORP SECURITIES, INC. (NEW YORK NY)
NY
07/20/1992 - 11/07/1994
WERTHEIM SCHRODER & CO. INCORPORATED (NEW YORK NY)
IA
Issued 05/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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