Bruce Melling

Bruce Melling

President/Owner

Phone: 866-578-0900
Fax: 866-578-0901
E-mail:
 

 

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 Financial Advisers, LLC
    2004- Present
     
  • Registered Representative
    Hochman & Baker
    1990-2004
     
  • Chief Financial Officer, Secretary/Treasurer, and Controller
    The Sidwell Company
    1976-1990