Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Roy Wackelin has been in the financial services industry since May 1991. Bruce is currently registered as an Investment Advisor Representative with Cetera Investment Advisers LLC in Greenville, North Carolina. Bruce has previously been registered with Walnut Street Securities, Inc. in Greenville, North Carolina. Bruce has experience in providing financial planning, pension consulting, and educational seminars, along with portfolio management services for individuals and businesses. Bruce is also a registered insurance agent with Wackelin Financial Services, Inc., offering disability, fixed annuities, life/accident/health, and LTC insurance.
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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NC
06/29/2023 - Present
Cetera Investment Advisers LLC (GREENVILLE NC)
NC
05/02/1991 - 09/03/2013
WALNUT STREET SECURITIES, INC. (GREENVILLE NC)
IA
Issued 12/1/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/24/1995
Series 7 - General Securities Representative Examination
BC
Issued 4/30/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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