Bruce W Anesi, CFP

Overview

Bruce W Anesi is an insurance agent, a registered representative and an investment adviser representative based in North Haven, CT, with 22 years in the industry.

Years in the industry

22

States licensed

2

States registered

10

Carrier appointments

5

Contact

2 business emails and 5 phone numbers on file

Registrations and licenses

• Licensed in 2 states
• Registered in 10 states

• Producer
• Series 6
• Series 63
• Series 65
• Series 7
• SIE

5 lines of authority, with every state and its dates

Firms

• Lpl Financial LLCCurrent firm
• Gateway Wealth Partners, LLCCurrent firm
• Open Road Wealth Services LlcCurrent firm

Employment history since 2004

Carriers

5 active carrier appointments

Book and practice

Firm assets under management on file