Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Anthony Lancia has been in the financial services industry since June 1994. He is currently registered with Cetera Investment Advisers LLC in Dublin, Ohio and has been with Cetera since January 2013. Bruce holds the Series 6, 7, 24, 26, 51, 63, and 65 licenses as well as the SIE exam. Bruce is a seasoned professional with a comprehensive understanding of the financial markets and a strong commitment to helping clients achieve their financial goals.
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
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (DUBLIN OH)
GA
06/20/1994 - 11/29/2001
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 12/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/08/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/19/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bruce Lancia is the right advisor for you? Invested Better is here to help.
