Bruce KatzCRD Number: 1181176
Current Firm: Foresters Advisory Services, LLC
Bruce Katz (CRD# 1181176) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Miramar, FL and has over 20 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|First Investors Advisory Services LLC||Miramar, FL||Jan 2013 - Current||4|
|First Investors Corporation||New York, NY||Aug 1983 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1996|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management996MILLIONS
Total Number of Accounts5,500ACCOUNTS
Average Account Value$181,082
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV