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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 is a registered representative with Cetera Investment Advisers LLC and has been in the industry since June 19, 1994. Lancia is also registered as an investment advisor representative with the state of Ohio. Cetera Investment Advisers LLC has a main office in Schaumburg, Illinois, and offers a range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management.
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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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 10/9/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 9/8/2003
Series 24 - General Securities Principal Examination
BC
Issued 1/19/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/3/1998
Series 7 - General Securities Representative Examination
BC
Issued 6/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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