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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 Kajiwara is a financial advisor with Cetera Investment Advisers LLC. Bruce is a Certified Financial Planner and Personal Financial Specialist with over 30 years of experience in the financial services industry. He is registered to provide investment advice in multiple states, including California, Texas, Arizona, Florida, and more. Bruce's specializations include individual and business financial planning, investment management, and retirement 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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SACRAMENTO CA)
AZ
02/07/1995 - 12/31/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NE
11/06/1992 - 01/24/1995
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
01/02/1991 - 11/10/1992
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
AZ
11/19/1989 - 01/02/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
02/20/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 6/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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