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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 Roy Wackelin is a registered investment advisor representative with Cetera Investment Advisers LLC. Bruce has been in the financial services industry since May 1, 1991. Bruce has passed a number of exams including Series 6, 7, 24, 63, and 65, and holds a Series 63 and Series 65 license. Bruce has been registered with Cetera Investment Advisers LLC since June 29, 2023. Bruce also previously worked for Walnut Street Securities, Inc. from May 2, 1991 to September 3, 2013. Bruce specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Bruce has a large number of clients and assets under management with both Walnut Street Securities and Cetera Investment Advisers. Bruce has been recognized by many organizations for his work in the financial services industry.
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
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 12/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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