Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Edward Vinion is a financial advisor currently affiliated with Cambridge Investment Research Advisors, Inc.. Bruce has been working in the financial services industry since 1989, and has experience working with individuals and families. Bruce is registered to provide financial advice in several states including Florida, Pennsylvania and Texas.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
01/17/2025 - Present
Cambridge Investment Research Advisors, Inc. (State College PA)
PA
11/11/2016 - 07/27/2020
FSIC (State College PA)
FL
06/01/2009 - 11/15/2016
MORGAN STANLEY (PUNTA GORDA FL)
PA
05/22/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (STATE COLLEGE PA)
FL
05/23/1996 - 05/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PUNTA GORDA FL)
MD
01/24/1989 - 05/31/1996
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 04/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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