Bruce Levitus Email & Phone Number
Recruiter @ Independent Financial Group, LLC
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Bruce Levitus Location
- Richboro, PA, US
Bruce Levitus Work
- 2025 - now Recruiter @
- 2018 - 2023 SVP and VP and Regional Wealth Management Consultant @ Osaic
- 2012 - 2016 SVP and Wealth Management Services @
- 2009 - 2012 Senior Vice President @
- 2002 - 2009 First Vice President and Sales Manager and SVP @
- 2002 - 2004 VP and Sales Manager, Investment Advisory Services @
- 1998 - 2002 AVP-RIA Wholesaler @
- 1998 - 1999 Strategic and Conceptual Selling @
- 1998 - 1999 Investment Coordinator @
- 1996 - 1998 Internal Wholesaler @ Chase Manhattan Bank USA
- 1995 - 1997 Internal Wholesaler @ Chase Vista Funds
- 1995 - 1996 Financial Advisor @
- 1992 - 1995 Financial Advisor @
Bruce Levitus Education
- University of Massachusetts Amherst
Bruce Levitus Skills
- Series 7
- Mutual Funds
- Wealth Management
- Asset Management
- Portfolio Management
- Investments
- Management
- Financial Advisory
- Investment Advisory
- Alternative Investments
- Business Development
- Coaching
- Contract Negotiation
- Finance
- Financial Services
- Management Consulting
- Recruiting
- Sales
- Sales Management
- Securities
- Training
- Leadership
- Retirement Planning
- Series 63
- Asset Allocation
- Securities Regulation
- Insurance
- Strategic Planning
- Microsoft Excel
- Time Management
- Trading
Bruce Levitus Summary
- Bruce Levitus, based in Richboro, PA, US, is currently a Recruiter at Independent Financial Group, LLC. Bruce Levitus brings experience from previous roles at Osaic, AIG Advisor Group and AIG Advisor Group Inc. Bruce Levitus holds a University of Massachusetts Amherst. With a robust skill set that includes Series 7, Mutual Funds, Wealth Management, Asset Management, Portfolio Management and more. Bruce Levitus has 3 emails and 2 mobile phone numbers on RocketReach.
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Bruce Levitus
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