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Robert Bruce Trotenberg

THE Leaders Group, Inc.

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About Robert Bruce Trotenberg

Robert Bruce Trotenberg is a financial professional with over 30 years of experience in the financial services industry. Robert Trotenberg is currently registered with The Leaders Group, Inc. Robert Trotenberg has held previous positions with KESTRA INVESTMENT SERVICES, LLC, NFP ADVISOR SERVICES, LLC, GUARDIAN INVESTOR SERVICES CORPORATION, SMA EQUITIES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, LINCOLN NATIONAL PENSION INSURANCE COMPANY, and JOHN HANCOCK DISTRIBUTORS, INC. Robert Trotenberg is a Series 6 and Series 63 licensed professional. Robert Trotenberg is registered with the state of New Jersey and Pennsylvania.

Firm Information

Robert Trotenberg is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

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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Robert Trotenberg’s Registration & Firm History

CO

06/16/2020 - Present

THE Leaders Group, Inc. (LITTLETON CO)

NJ

05/09/2017 - 06/21/2018

KESTRA INVESTMENT SERVICES, LLC (Pennsuaken NJ)

PA

07/03/1997 - 11/13/2015

NFP ADVISOR SERVICES, LLC (BALA CYNWYD PA)

NY

04/02/1991 - 07/02/1997

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

MA

02/21/1986 - 02/11/1991

SMA EQUITIES, INC. (WORCESTER MA)

NA

03/08/1984 - 04/02/1986

LINCOLN FINANCIAL ADVISORS CORPORATION

NA

03/08/1984 - 04/02/1986

LINCOLN NATIONAL PENSION INSURANCE COMPANY

NA

03/08/1984 - 06/18/1984

JOHN HANCOCK DISTRIBUTORS, INC.

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Licenses & Designations

BC

Issued 11/05/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/21/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Bruce Trotenberg.
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