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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruno? Claim Your ProfileBruno Peraza is a financial advisor with Cetera Investment Advisers LLC based in Coral Gables, Florida. Bruno has been in the financial services industry since 2001 and has a broad range of experience in providing financial planning, portfolio management and investment advice to individuals, businesses, charitable organizations and pension and profit-sharing plans. Bruno also holds the Series 7, 63, 65, 66, 3, 9, 10, and 26 licenses.
CORAL GABLES, FL
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
FL
05/15/2023 - Present
Cetera Investment Advisers LLC (CORAL GABLES FL)
FL
12/01/2014 - 10/31/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (CORAL GABLES FL)
FL
08/26/2010 - 12/03/2014
WELLS FARGO ADVISORS, LLC (HIALEAH FL)
FL
12/14/2005 - 09/15/2010
SUNTRUST INVESTMENT SERVICES, INC. (HIALEAH FL)
NY
05/09/2005 - 01/06/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
FL
06/24/2002 - 03/17/2003
THE PARTNERS FINANCIAL GROUP, INC. (MIAMI FL)
CO
10/22/2001 - 03/19/2002
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
FL
07/25/2001 - 09/13/2001
TRADESTATION SECURITIES, INC. (PLANTATION FL)
MO
11/01/2000 - 07/16/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
FL
08/24/1999 - 12/01/2000
R.K. GRACE & COMPANY (MIAMI FL)
NY
10/12/1999 - 11/02/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 1/13/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/22/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/12/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/9/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/13/2001
Series 3 - National Commodity Futures Examination
BC
Issued 8/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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