Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bruscino is a financial advisor who has been active in the industry since 1997. He is currently registered with Truist Advisory Services, Inc. in Cleveland, Ohio. Brian has previously worked for U.S. BANCORP INVESTMENTS, INC., CCO INVESTMENT SERVICES CORP., NATCITY INVESTMENTS, INC., NATCITY INSURANCE SERVICES, INC., and FIRST UNION SECURITIES, INC. He has a wide range of experience in the financial services industry and holds several licenses and certifications, including the Series 7, 63, 65, and 24 exams. Brian's specializations include financial planning, portfolio management, and other advisory services. He is dedicated to providing personalized financial advice to his clients.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
1
2
OH
06/29/2020 - Present
Truist Advisory Services, Inc. (CLEVELAND OH)
OH
05/29/2012 - 06/29/2020
U.S. BANCORP INVESTMENTS, INC. (BEREA OH)
OH
03/09/2007 - 06/07/2012
CCO INVESTMENT SERVICES CORP. (PARMA OH)
OH
10/05/1999 - 03/02/2007
NATCITY INVESTMENTS, INC. (PARMA OH)
OH
10/05/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
MO
10/28/1997 - 11/17/1999
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 07/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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