Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Bruce is a financial advisor with Flagship Harbor Advisors, LLC. Steven has been in the industry since 1993 and has experience working with individuals, corporations, and institutional clients. Steven offers a variety of financial services, including financial planning, investment advisory services, and portfolio management. Steven has a strong track record of success and is committed to providing his clients with personalized financial advice and exceptional customer service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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MA
09/22/2020 - Present
Flagship Harbor Advisors, LLC (Plymouth MA)
NY
12/21/2016 - 06/05/2020
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
05/19/2016 - 06/05/2020
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
PA
04/17/2014 - 05/02/2016
FS2 CAPITAL PARTNERS, LLC (PHILADELPHIA PA)
CA
03/24/2008 - 04/16/2014
KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)
MA
01/30/2007 - 03/14/2008
ING FUNDS DISTRIBUTOR, LLC (BELCHERTOWN MA)
MA
08/15/2001 - 01/31/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
MA
11/15/2000 - 08/15/2001
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
10/17/2000 - 08/15/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
10/07/1994 - 10/17/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
08/18/1993 - 09/30/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 07/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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