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 registered investment advisor representative with Cetera Investment Advisers LLC. Bruce has been in the securities industry since 1989 and holds the Series 7, Series 63, Series 65, and SIE licenses. Bruce has worked for several firms including Lincoln Financial Advisors Corporation, Edward Jones, MetLife Investors Distribution Company, The Lincoln National Life Insurance Company, Cigna Financial Advisors, Inc., and Secure Retirement Advisors, LLC. Bruce specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Bruce is currently registered in Florida, Missouri, New Jersey, New York, and Texas.
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
MD
03/21/2024 - Present
Cetera Investment Advisers LLC (BALTIMORE MD)
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 08/12/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bruce Mazo is the right advisor for you? Invested Better is here to help.
