Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Steven Terry is a registered investment advisor representative. Bruce has over 30 years of experience in the securities industry. Bruce is currently registered with Cambridge Investment Research Advisors, Inc. Bruce also has experience with Mutual Securities, Inc., First Montauk Securities Corp., and Morgan Stanley DW Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
01/01/2025 - Present
Cambridge Investment Research Advisors, Inc. (Santa Rosa CA)
CA
11/17/2008 - 07/27/2020
MUTUAL SECURITIES, INC. (SANTA ROSA CA)
CA
09/13/2005 - 11/25/2008
FIRST MONTAUK SECURITIES CORP. (SANTA ROSA CA)
NY
08/23/1991 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 09/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 08/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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