Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Wayne Moulds is a financial advisor with over 30 years of experience in the industry. Bruce has worked with several firms over the years, including Sentra Securities Corporation and United Securities Alliance, Inc. Bruce is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since 2008. Bruce holds the Series 6, Series 26, and Series 63 licenses. Bruce specializes in providing financial advice and services to individuals, high net worth individuals, pension and profit sharing plans, and state or municipal government entities.
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
CO
04/19/2016 - Present
Cambridge Investment Research Advisors, Inc. (Fort Collins CO)
CO
02/04/1999 - 12/20/2008
SECURITIES AMERICA, INC. (FORT COLLINS CO)
IN
09/09/1998 - 10/02/1998
MDS SECURITIES INCORPORATED (CARMEL IN)
IN
09/22/1997 - 10/17/1997
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
CO
03/31/1995 - 08/30/1997
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
AZ
03/19/1993 - 03/31/1995
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
GA
10/11/1984 - 12/04/1992
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 03/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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