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BH

Bruce A. Heller

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CRD#: 501343
BH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bruce Arthur Heller was a registered financial professional .

Bruce is a previously registered financial professional and started their career in finance in 1977. Bruce had worked at 9 firms and has passed the Series 63, Series 7, Series 52, Series 1, Series 27, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 5, 2001 - May 21, 2003

HIGHLANDER CAPITAL GROUP, INC.

BD
CRD#: 19074
SHORT HILLS, NJ
Past

November 17, 1999 - January 4, 2001

BEDROK SECURITIES LLC

BD
CRD#: 13134
RYE, NY
Past

November 23, 1998 - November 18, 1999

KIRLIN SECURITIES INC.

BD
CRD#: 21210
SYOSSET, NY
Past

January 24, 1997 - August 19, 1998

THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.

BD
CRD#: 41282
FLORHAM PARK, NJ
Past

February 18, 1994 - October 9, 1996

GOLDEN HARRIS CAPITAL GROUP, INC.

BD
CRD#: 13889
WEST ORANGE, NJ
Past

July 28, 1992 - February 4, 1993

GIBRALTAR SECURITIES CO.

BD
CRD#: 7093
FLORHAM PARK, NJ
Past

May 16, 1991 - June 12, 1992

GMS GROUP

BD
CRD#: 8000
EAST HANOVER, NJ
Past

August 7, 1989 - May 20, 1991

RICKEL & ASSOCIATES, INC.

BD
CRD#: 7839
NEW YORK, NY
Past

February 8, 1977 - May 26, 1989

J. B. HANAUER & CO.

BD
CRD#: 6958

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/26/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 2/24/1978
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


HC
HIGHLANDER CAPITAL GROUP, INC.
F I A INVESTMENT SERVICES CORPORATION | HIGHLANDER CAPITAL GROUP, INC. | FIRST INVESTORS AMERICA, INC. | FIA CAPITAL GROUP, INC.

CRD#: 19074 / SEC#: , 8-37169

BD
Terminated by SEC on 09/29/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
New Jersey since 07/01/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MACWRIGHT, DOUGLAS ALANPRESIDENT, CEO, DIRECTOR
HIGHLANDER CAPITAL MANAGEMENT, LLCSHAREHOLDER
BEATON, DANIEL STEWARTFINOP4240769
HARRIS, CHERYL LUNDCHIEF COMPLIANCE OFFICER502392

Disclosures


Regulatory Event7

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HIGHLANDER CAPITAL GROUP, INC.

CRD#: 19074

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