Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Baker is a financial advisor with Cetera Investment Advisers LLC. Bruce has been in the financial services industry since 1982 and has worked with Cetera Advisors LLC since 2013. Bruce's current firm is Cetera Investment Advisers LLC which has offices in Schaumburg, Illinois, and Cincinnati, Ohio. Bruce has licenses in Georgia, Ohio, and Texas, and has been registered with the Securities and Exchange Commission since 2000. Bruce is also a registered insurance agent. Bruce has a diverse client base that includes individuals, corporations, trusts, estates, and charitable organizations. Bruce specializes in retirement planning, college planning, and investment management. Bruce offers a variety of financial services, including financial planning, investment management, and insurance. Bruce is committed to providing his clients with personalized 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
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 03/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1994
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/31/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/01/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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