Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Welte is a financial advisor at Fidelity Personal and Workplace Advisors. Bruce has been in the financial services industry since April 1997 and holds the following licenses: Series 6, 7, 24, 63 and 66. Bruce specializes in providing financial planning, portfolio management and educational seminars to individuals, businesses, corporations, and retirement plans. Bruce is registered to provide investment advisory services in California and Texas. Previously Bruce was with SELECT CAPITAL CORPORATION in Ladera Ranch, California.
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.
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
CA
11/21/2023 - Present
Fidelity Personal AND Workplace Advisors (NEWPORT BEACH CA)
CA
10/03/2011 - 04/20/2020
SELECT CAPITAL CORPORATION (LADERA RANCH CA)
CA
03/02/2011 - 10/03/2011
U.S. SELECT SECURITIES LLC (LADERA RANCH CA)
CA
01/31/2011 - 03/04/2011
PFS INVESTMENTS INC. (TORRANCE CA)
CA
10/25/2000 - 02/10/2009
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
CA
04/13/2000 - 07/13/2000
CAL FED INVESTMENTS (SACRAMENTO CA)
MA
07/17/1997 - 04/11/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 05/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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