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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 Stanley Jakiel is a financial advisor with Cetera Investment Advisers LLC. Bruce Stanley Jakiel has been in the financial industry since 2010 and has held positions with several firms including Edward Jones, Cantella & Co., Inc., and Cambridge Investment Research, Inc. Bruce Stanley Jakiel holds the Series 66, Series 7, and SIE licenses. Bruce Stanley Jakiel provides financial advice to individuals, businesses, corporations, pension and profit sharing plans, charitable organizations, and state or municipal government entities. Bruce Stanley Jakiel is licensed to provide financial advice in Arizona, California, Florida, Georgia, Massachusetts, Minnesota, New York, North Carolina, Ohio, Pennsylvania, and Virginia.
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.
1
2
PA
07/15/2024 - Present
Cetera Investment Advisers LLC (Erie PA)
PA
12/09/2022 - 07/18/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Erie PA)
PA
04/04/2018 - 12/09/2022
CANTELLA & CO., INC. (Erie PA)
PA
05/04/2010 - 02/27/2018
EDWARD JONES (ERIE PA)
BOTH
Issued 5/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/3/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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