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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 Robert Olmstead is a financial advisor with Cetera Investment Advisers LLC. Bruce has been in the financial industry since 1997 and has experience with various financial products and services. Bruce is a Certified Financial Planner and provides comprehensive financial planning. In addition to his work with Cetera Investment Advisers LLC, Bruce also works with other firms, including Annuity Marketing Services, Inc., CRUMP Life Insurance Services, and Palmer Agency. Bruce is a member of the board of directors for Mom2Mom Atlanta South, Inc., a non-profit organization.
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
GA
06/29/2023 - Present
Cetera Investment Advisers LLC (Fayetteville GA)
GA
04/11/2001 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (Fayetteville GA)
GA
07/23/1997 - 04/23/2001
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 11/1/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 7/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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