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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Harold Melling is a financial advisor with Cetera Investment Advisers LLC, registered with the state of Wisconsin. Bruce has been in the industry since 1991 and has a strong background in both financial planning and accounting. Bruce is a Certified Financial Planner (CFP) and a Personal Financial Specialist (PFS), demonstrating his commitment to providing comprehensive financial guidance to his clients. Bruce has worked with a variety of clients, including individuals, families, small businesses, and retirement plans. Bruce is dedicated to helping his clients achieve their financial goals through personalized financial planning, investment management, and tax planning services.
TWIN LAKES, WI
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
WI
12/14/2004 - Present
Cetera Investment Advisers LLC (TWIN LAKES WI)
CT
01/03/1991 - 08/24/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
BC
Issued 2/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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