Bruce Levitus Email & Phone Number
Recruiter @ Independent Financial Group, LLC
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Bruce Levitus Location
- Richboro, PA, US
Bruce Levitus Work
- Recruiter @ (June 2025 - Present)
- SVP and VP and Regional Wealth Management Consultant @ Osaic (January 2018 - October 2023)
- SVP and Wealth Management Services @ (June 2012 - December 2016)
- Senior Vice President @ (October 2009 - May 2012)
- First Vice President and Sales Manager and SVP @ (July 2002 - October 2009)
- VP and Sales Manager, Investment Advisory Services @ (July 2002 - January 2004)
- AVP-RIA Wholesaler @ (February 1998 - June 2002)
- Strategic and Conceptual Selling @ (January 1998 - March 1999)
- Investment Coordinator @ (November 1998 - February 1999)
- Internal Wholesaler @ Chase Manhattan Bank USA (May 1996 - November 1998)
- Internal Wholesaler @ Chase Vista Funds (January 1995 - February 1997)
- Financial Advisor @ (June 1995 - March 1996)
- Financial Advisor @ (January 1992 - January 1995)
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 3 mobile phone numbers on RocketReach.
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Others Named Bruce Levitus
Bruce Levitus
Recruiter
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