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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 Jay Baker is a financial advisor with Cetera Investment Advisers LLC, a firm with over 100 billion dollars in regulatory assets under management. Bruce has been in the industry since 1982 and has held registrations in several states, including Ohio, Georgia, South Carolina, and Texas. Bruce has a diverse background in financial services, including experience in insurance and investment advice. Bruce's specialties include portfolio management, financial planning, and investment advice for individuals and businesses. Cetera Investment Advisers LLC offers a variety of investment services, including financial planning, portfolio management, and educational seminars.
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
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (CINCINNATI OH)
OH
04/18/1983 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
01/02/1988 - 03/07/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
11/02/1982 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
12/10/1982 - 06/01/1983
MML INVESTORS SERVICES, INC.
IA
Issued 12/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/11/1994
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 3/31/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/1/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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