Unclaimed
Bruce Glenn is a financial advisor with Cetera Investment Advisers LLC. Bruce has been in the financial industry since 2004 and has a wide range of experience in helping clients with their financial planning needs. Bruce is registered with FINRA and the state of Kansas, Missouri, and Texas. Bruce specializes in providing financial advice to individuals, families, and businesses.
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
KS
06/28/2024 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
KS
07/16/2012 - 07/03/2024
COMMONWEALTH FINANCIAL NETWORK (OVERLAND PARK KS)
MO
07/29/2011 - 08/03/2012
LPL FINANCIAL LLC (LEES SUMMIT MO)
MO
06/18/2008 - 08/01/2011
EDWARD JONES (INDEPENDENCE MO)
GA
11/24/2004 - 01/11/2007
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 07/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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