Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Cramer is a financial advisor with Cetera Investment Advisers LLC. Bruce has been in the financial services industry since 1988 and holds multiple licenses and registrations including Series 7, Series 63, Series 65, and Series 24. Bruce provides investment management services to individuals, families, and businesses, and also specializes in financial planning. Bruce has worked for several financial institutions over the past 35 years including Commonwealth Financial Network, Cetera Advisors LLC, VSR Financial Services, Inc., Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, CIGNA Securities, Inc., Dean Witter Reynolds Inc., and B.C. Christopher Securities Co..
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
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (SMITHVILLE MO)
MO
09/18/2014 - 09/01/2022
COMMONWEALTH FINANCIAL NETWORK (Kansas City MO)
MO
09/26/2008 - 09/23/2014
CETERA ADVISORS LLC (KANSAS CITY MO)
KS
11/29/2007 - 09/26/2008
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
MO
09/15/2000 - 12/18/2007
CITIGROUP GLOBAL MARKETS INC. (KANSAS CITY MO)
NY
03/19/1991 - 09/27/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
PA
08/22/1990 - 04/05/1991
CIGNA SECURITIES, INC. (RADNOR PA)
NY
05/15/1989 - 06/29/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MO
10/19/1988 - 05/30/1989
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
IA
Issued 06/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Bruce Cramer is the right advisor for you? Invested Better is here to help.
