Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Bonnar Cummings has been in the financial services industry since 1993. Bruce is currently a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Bruce has been with TIAA-CREF since 2016. Prior to joining TIAA-CREF, Bruce worked with National Financial Services, LLC, Pyramis Distributors Corporation, Fidelity Investments Institutional Services Company, Inc., and Fidelity Brokerage Services LLC. Bruce holds the following licenses: Series 6, Series 7, Series 24, Series 63, and Series 65 and holds the SIE certification.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MA
04/27/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Waltham MA)
MA
01/02/2015 - 04/15/2016
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
NH
01/02/2015 - 04/15/2016
PYRAMIS DISTRIBUTORS CORPORATION LLC (MERRIMACK NH)
NH
01/12/2012 - 04/13/2016
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MERRIMACK NH)
NH
01/02/2015 - 04/12/2016
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
MA
08/03/2009 - 10/25/2011
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
RI
01/27/1997 - 04/16/2007
FIDELITY BROKERAGE SERVICES LLC (PROVIDENCE RI)
RI
12/24/1996 - 01/24/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
01/14/1991 - 10/28/1996
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 04/14/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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