Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you A. bruce? Claim Your ProfileA. bruce Otto is a financial professional with over 30 years of experience in the industry. A. bruce Otto is currently registered with Cetera Investment Advisers LLC and is licensed to offer investment advice and services in several states. A. bruce Otto has a strong track record of providing personalized financial planning and investment management solutions to individuals, families, and businesses. A. bruce Otto is also actively involved in the community and serves as the President of Miner Progress Inc, a C corporation, and is an owner/financial professional with Orchard Financial Group.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
02/16/1998 - Present
Cetera Investment Advisers LLC (MINIER IL)
IA
Issued 1/7/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 2/27/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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