Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Al? Claim Your ProfileAl Michael Bruchnak is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Al is a Certified Financial Planner and has been working in the financial services industry since December 7, 2000. Al is licensed in 21 states, including Michigan, Texas, Florida, Arizona, California, Colorado, Georgia, Idaho, Illinois, Indiana, Massachusetts, Mississippi, New York, North Carolina, Ohio, Oregon, Pennsylvania, Vermont, and Virginia. Al previously worked at Morgan Stanley DW Inc., and is currently associated with Raymond James Financial Services Advisors, Inc., located in Grand Rapids, Michigan.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MI
10/15/2020 - Present
Raymond James Financial Services Advisors, Inc. (GRAND RAPIDS MI)
NY
12/07/2000 - 08/17/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Al Bruchnak is the right advisor for you? Invested Better is here to help.
