Unclaimed
Barry Clarence Bruner is a financial advisor who has been in the industry since 1986. Barry is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since June 2015. Prior to that, Barry was a registered representative at Wedbush Securities Inc. Barry offers financial planning services to individuals, businesses, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
07/01/2015 - Present
Stifel, Nicolaus & Company, Inc. (DENVER CO)
CO
10/30/2000 - 07/07/2015
WEDBUSH SECURITIES INC. (DENVER CO)
CA
09/28/2000 - 11/01/2000
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CO
10/28/1994 - 10/26/2000
D.E. FREY & COMPANY, INC. (DENVER CO)
CA
04/16/1990 - 10/24/1994
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
MO
12/09/1988 - 04/20/1990
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
NA
11/02/1987 - 12/21/1988
GRAYSTONE NASH, INC.
NA
03/26/1987 - 11/06/1987
THE STUART-JAMES COMPANY, INC.
NA
09/26/1986 - 12/26/1986
FRIDLUND SECURITIES COMPANY
IA
Issued 01/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Barry Bruner is the right advisor for you? Invested Better is here to help.