Unclaimed
Bruce Champion is a financial advisor with over 20 years of experience in the industry. He is currently registered with Cetera Investment Advisers LLC, based in Tampa, FL, and is licensed in several states including Florida, Texas, California, Colorado, Georgia, Illinois, North Carolina, Oregon and South Carolina. Bruce has been involved in a variety of financial service activities, including providing financial planning, portfolio management for individuals and businesses, and educational seminars. Prior to joining Cetera Investment Advisers LLC, Bruce was registered with MML Investors Services, LLC, MSI Financial Services, INC., and Metropolitan Life Insurance Company. Bruce is dedicated to providing personalized financial advice to help 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
FL
02/28/2024 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
03/25/2017 - 02/29/2024
MML INVESTORS SERVICES, LLC (TAMPA FL)
FL
01/01/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TAMPA FL)
FL
01/01/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TAMPA FL)
BC
Issued 1/12/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 9/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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