Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Ayres Robbins is a financial advisor with over 38 years of experience in the industry. Bruce is registered with Cetera Investment Advisers LLC in California. Prior to joining Cetera Investment Advisers LLC, Bruce worked at SUMMIT BROKERAGE SERVICES, INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., and DEAN WITTER REYNOLDS INC. Bruce has a wide range of experience working with individuals, corporations, businesses, pension and profit-sharing plans, and charitable organizations. Bruce offers a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, 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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (PALM DESERT CA)
CA
03/30/2010 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (PALM DESERT CA)
CA
12/15/2004 - 04/12/2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ONTARIO CA)
NY
07/31/1993 - 12/16/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/11/1986 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/26/1984 - 08/13/1986
DEAN WITTER REYNOLDS INC.
IA
Issued 07/18/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/08/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1987
Series 3 - National Commodity Futures Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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