Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Morgan Bruce is an investment advisor representative at Cetera Investment Advisers LLC. Matthew has been in the financial services industry since 1997. Matthew has earned a Series 63, Series 66, Series 7, and SIE license. Matthew holds registrations in 20 states. Matthew is also a board member of the Sino-American Bridge for Education and Health and the Rotary Educational Assistance Project. Matthew is a founder and director of Bruce Capital Management.
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.
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MA
06/29/2023 - Present
Cetera Investment Advisers LLC (MIDDLEBORO MA)
MA
05/04/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MIDDLEBORO MA)
MN
01/03/1997 - 05/11/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/03/1997 - 05/11/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 7/2/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/2/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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