Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Alan Mazo is a financial advisor with over 30 years of experience in the industry. He is currently registered with Cetera Investment Advisers LLC. Bruce Mazo previously worked with a number of financial institutions, including Lincoln Financial Advisors Corporation, Edward Jones, Metlife Investors Distribution Company, and The Lincoln National Life Insurance Company. Bruce Mazo holds several licenses including Series 63, Series 7 and Series 65. Bruce Mazo is also the owner of Medium.com, an online publication.
RHINEBECK, NY
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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NY
03/21/2024 - Present
Cetera Investment Advisers LLC (RHINEBECK NY)
FL
11/21/2006 - 11/01/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (ST. PETERSBURG FL)
FL
01/03/2006 - 11/27/2006
EDWARD JONES (PALM HARBOR FL)
NY
01/13/2005 - 09/30/2005
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
IN
02/12/2003 - 01/10/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 01/10/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
08/22/1989 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 8/12/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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