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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 Townsend is a financial advisor with Cetera Investment Advisers LLC. Bruce has been working in the financial services industry since 1991. Bruce is registered with the state of Michigan and holds the Series 7, Series 63, and Series 66 licenses. Bruce has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, RBC Capital Markets, LLC, Ferris, Baker Watts, LLC, Raymond James & Associates, Inc., Roney & Co., Roney & Co. L.L.C., Paine Webber Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company.
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
MI
02/03/2025 - Present
Cetera Investment Advisers LLC (FARMINGTON HLS MI)
MI
02/25/2011 - 11/30/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUBURN HILLS MI)
MI
03/13/2009 - 03/03/2011
RBC CAPITAL MARKETS, LLC (AUBURN HILLS MI)
MI
01/22/2001 - 03/13/2009
FERRIS, BAKER WATTS, LLC (AUBURN HILLS MI)
FL
06/16/1998 - 02/05/2001
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
05/04/1993 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
NJ
02/24/1992 - 05/12/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MN
09/30/1991 - 12/17/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/30/1991 - 12/17/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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