Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce J. Katz is a financial advisor with Cetera Investment Advisers LLC. Bruce has been in the financial services industry since 1983. Bruce holds Series 6, 7, 24, 26, 51, 63 and 66 licenses. Bruce is registered to provide investment advice in 36 states and the District of Columbia. Bruce specializes in providing financial advice to individuals, corporations, and other businesses. Bruce is committed to providing clients with personalized financial advice and services. Cetera Investment Advisers LLC is a national investment advisory firm with a focus on providing comprehensive financial planning and investment management services to individuals, families, and businesses. Cetera Investment Advisers LLC has a strong reputation for providing high-quality financial advice and services.
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.
1
2
FL
01/12/2023 - Present
Cetera Investment Advisers LLC (Sunrise FL)
FL
11/09/1983 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (Sunrise FL)
BOTH
Issued 10/3/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/23/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 5/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 6/25/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/7/1999
Series 7 - General Securities Representative Examination
BC
Issued 8/15/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bruce Katz is the right advisor for you? Invested Better is here to help.
