Bruce Melling
President/Owner
Professional Licenses and Designations
- Securities Registrations
Series 7
Series 63
- Insurance Licenses
Life Insurance
Variable Annuities
Long Term Care Insurance
- Designations
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
CERTIFIED FINANCIAL PLANNER (CFP®)
Educational Background
- University of Illinois at Chicago
Bachelor of Science in Accounting
1972
Professional/Employment History
- Bruce H. Melling, CPA, PFS, CFP®
President/Owner
1976 - Present
- Registered Representative
Cetera Financial Specialists, LLC
2004-Present
- Investment Adviser Representative
Cetera Investment Advisers LLC
2004- Present
- Registered Representative
Hochman & Baker
1990-2004
- Chief Financial Officer, Secretary/Treasurer, and Controller
The Sidwell Company
1976-1990