Unclaimed
Bruce Crandall Woodruff is an active investment advisor representative with Cetera Investment Advisers LLC. Bruce has over 50 years of experience in the financial services industry. Bruce has held past positions with VOYA FINANCIAL ADVISORS, INC. and LOCUST STREET SECURITIES, INC. Bruce currently holds licenses in 24 states, including Florida and Texas. Bruce is licensed to provide financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (ORLANDO FL)
FL
01/01/2004 - 06/11/2021
VOYA FINANCIAL ADVISORS, INC. (ORLANDO FL)
IA
08/12/1971 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 4/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/9/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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