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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 Katz is a financial advisor with over 35 years of experience in the financial services industry. Bruce Katz is currently registered with Cetera Investment Advisers LLC, a financial advisor based in Schaumburg, Illinois. Cetera Investment Advisers LLC manages over $100 Billion in assets for various client types. Bruce Katz has worked at various financial companies including Cetera Investment Services LLC and First Investors Corporation. Bruce Katz has a strong background in financial planning and portfolio management for businesses and individuals. Bruce Katz specializes in helping clients with retirement planning, college savings, and estate planning.
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
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 10/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 06/25/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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