Unclaimed
Bruce Abrams is a financial advisor with Cetera Investment Advisers LLC. Bruce has been in the industry since January 10, 2007, and is registered with the state of Illinois. Bruce holds Series 63, Series 65, Series 6TO, and SIE licenses. Bruce works with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit sharing plans, state or municipal government entities, and banking or thrift institutions. Bruce's specializations include investment advisory services, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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.
1
2
IL
01/10/2007 - Present
Cetera Investment Advisers LLC (DEERFIELD IL)
BC
Issued 8/19/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 1/9/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/18/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 1/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Bruce Abrams is the right advisor for you? Invested Better is here to help.