Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Gelin is a financial advisor at Valic Financial Advisors, Inc. Bruce has been in the industry since 2008 and is registered with the state of Florida as an Investment Advisor Representative (IAR). Bruce is also registered as a Registered Representative (RR) in several other states, including Georgia, Maryland, Michigan, North Carolina, and South Carolina. Bruce offers financial planning services to individuals and businesses, and also provides portfolio management services. Bruce Gelin Enterprises LLC is a separate company that offers non-securities related services such as written materials, subscriptions, and potentially social media income. Bruce is a member of the AGIA and has been with the company since December 2022.
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.
Recommend wrap accounts to clients
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
09/29/2023 - Present
Valic Financial Advisors, Inc. (TAMPA FL)
FL
05/16/2012 - 07/09/2012
STATE FARM VP MANAGEMENT CORP. (PLANT CITY FL)
FL
09/04/2008 - 05/25/2010
STATE FARM VP MANAGEMENT CORP. (PLANT CITY FL)
BC
Issued 03/10/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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