Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Vermeulen is a financial advisor in Evergreen, Colorado. Bruce has been in the industry since March 1982. Bruce is registered with Cambridge Investment Research Advisors, Inc.. Bruce has previously been registered with COMMONWEALTH FINANCIAL NETWORK, LINSCO/PRIVATE LEDGER CORP., OMNIVEST, INC., PFG SECURITIES, INC., INTEGRATED RESOURCES EQUITY CORPORATION, FINANCIAL PLANNERS EQUITY CORPORATION, MOUNTAIN STATES INVESTMENTS, MUTUAL FUNDS ASSOCIATES INC., and FIRST INVESTORS CORPORATION. Bruce holds the following licenses: Series 7, Series 6, Series 22, Series 24, Series 63, and SIE. Bruce has experience in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Bruce's firm, Cambridge Investment Research Advisors, Inc., is headquartered in Fairfield, Iowa.
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
CO
11/09/2010 - Present
Cambridge Investment Research Advisors, Inc. (EVERGREEN CO)
CO
04/28/2005 - 11/11/2010
COMMONWEALTH FINANCIAL NETWORK (EVERGREEN CO)
SC
01/16/1996 - 04/28/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CO
03/10/1989 - 01/24/1996
OMNIVEST, INC. (DENVER CO)
NA
02/09/1988 - 03/11/1989
PFG SECURITIES, INC.
NA
12/24/1987 - 02/23/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/08/1985 - 12/24/1987
FINANCIAL PLANNERS EQUITY CORPORATION
NA
04/18/1984 - 05/20/1985
MOUNTAIN STATES INVESTMENTS
NA
06/03/1982 - 05/21/1984
MUTUAL FUNDS ASSOCIATES INC.
NA
03/12/1982 - 07/15/1982
FIRST INVESTORS CORPORATION
BC
Issued 07/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/26/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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