ADVISOR BIO

Bruce Olephant is a financial advisor with Oppenheimer & Co. Inc. Bruce has been in the financial industry since March 6, 1984. Bruce has experience with a variety of firms, including JOSEPHTHAL & CO., INC., PAINEWEBBER INCORPORATED, SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED, and E. F. HUTTON & COMPANY INC. Bruce holds the Series 63, SIE, and Series 7 licenses. Bruce is registered in 27 states. Bruce specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Bruce Champion is an active registered representative with Cetera Investment Advisers LLC and has been working in the financial services industry since 2001. Bruce holds Series 6, Series 63, and Series 65 licenses, and has experience working at MML Investors Services, LLC and MSI Financial Services, Inc. Bruce is currently registered in Florida and Texas for both securities and investment advisory services.

SPECIALIZATIONS

ADVISOR BIO

Bruce Andrew Evans is a financial advisor with Oppenheimer & Co. Inc. based in North Palm Beach, Florida. Bruce has been in the financial industry since 2017 and has prior experience at Morgan Stanley. Bruce is registered to provide investment advice in Florida and Texas and offers a wide range of financial services including financial planning, portfolio management, pension consulting, and selection of other advisors. Bruce is a Series 7 and Series 66 licensed professional.

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ADVISOR BIO

Bruce Katz is a financial advisor with over 35 years of experience in the financial services industry. Bruce Katz is currently registered with Cetera Investment Advisers LLC, a financial advisor based in Schaumburg, Illinois. Cetera Investment Advisers LLC manages over $100 Billion in assets for various client types. Bruce Katz has worked at various financial companies including Cetera Investment Services LLC and First Investors Corporation. Bruce Katz has a strong background in financial planning and portfolio management for businesses and individuals. Bruce Katz specializes in helping clients with retirement planning, college savings, and estate planning.

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ADVISOR BIO

Bruce Legates is an investment advisor representative and has been in the industry since 1993. Bruce Legates is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Bruce Legates was previously registered with CHARLES SCHWAB & CO., INC., CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., and MARION BASS SECURITIES CORPORATION. Bruce Legates is registered with the state of Florida and Texas. Bruce Legates has passed the Series 63, Series 65, Series 7, and SIE exams.

SPECIALIZATIONS

ADVISOR BIO

Bruce Allen Davis is a financial professional with over 40 years of experience in the financial services industry. Bruce is currently registered with Principal Securities, Inc. and has been with the firm since July 2011. Prior to joining Principal Securities, Inc. Bruce was with SECURITIES MANAGEMENT & RESEARCH, INC. from September 1995 to July 2011. Bruce holds a Series 1 and Series 63 license and has passed the SIE exam.

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ADVISOR BIO

Bruce David Cook is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Bruce David Cook has been working in the financial industry since March 18, 2001. Bruce David Cook is a Certified Financial Planner. Bruce David Cook has been registered with Raymond James Financial Services Advisors, Inc. since March 31, 2009. Bruce David Cook has worked at Raymond James & Associates, Inc. and Cook and Phillips Financial Gr. Bruce David Cook is registered in 37 states and holds Series 66, 51, 24, SIE, 31, and 7 licenses.

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ADVISOR BIO

Bruce Crandall Woodruff is a financial advisor with over 50 years of experience in the industry. Bruce is currently registered with Cetera Investment Advisers LLC, which is headquartered in Schaumburg, Illinois and has offices across the country. Bruce holds Series 63, 65, 7TO and SIE licenses, and provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors to clients. Bruce is also a board member of La Amistad Foundation, Inc.

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ADVISOR BIO

Bruce Randy Searing has over 37 years of experience in the financial services industry. Bruce Searing is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. He is also a registered investment advisor in Florida, North Carolina, and Texas. He has previously held positions at UBS Financial Services Inc., Citigroup Global Markets Inc., Prudential Securities Incorporated, Oppenheimer & Co., Inc., and E. F. Hutton & Company Inc. Bruce Searing is a Series 7, Series 63, and Series 65 licensed professional. Bruce Searing specializes in portfolio management for individuals and businesses, as well as pension consulting.

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ADVISOR BIO

Bruce Elliott Roberts is a financial advisor with over 30 years of experience in the industry. Bruce is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Florida and Texas. Previously, Bruce has worked with BANC OF AMERICA INVESTMENT SERVICES, INC., BARNETT INVESTMENTS, INC., SMITH BARNEY INC., and LEHMAN BROTHERS INC. Bruce holds Series 63, 65, 10, 24, and 7 licenses, as well as the SIE exam.

SPECIALIZATIONS