Unclaimed
Bruce L. Bruns is a registered representative of Raymond James Financial Services Advisors, Inc. located in Vero Beach, Florida. Bruce has been in the securities industry since February 9, 2004, and is licensed in several states. Bruce also owns and operates a CPA firm, Bruce L. Bruns, CPA, and is a partner in a real estate company. Bruce is committed to providing his clients with personalized financial advice and guidance.
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
FL
09/01/2022 - Present
Raymond James Financial Services Advisors, Inc. (Vero Beach FL)
PA
02/09/2004 - 07/27/2022
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
BOTH
Issued 05/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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