Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruno? Claim Your ProfileBruno Augustine Lombardo is a financial advisor registered with Wells Fargo Clearing Services, LLC, based in Williamsville, NY. Bruno has been active in the financial services industry since September 17, 2000, and has held prior roles with A. G. EDWARDS & SONS, INC. and MORGAN STANLEY DW INC. Bruno holds the Series 7, Series 31, and Series 66 licenses as well as the SIE designation. Bruno is a Certified Financial Planner and provides services to individuals, corporations, and other entities.
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.
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.
Investment consulting services to institutional clients
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
NY
05/16/2013 - Present
Wells Fargo Clearing Services, LLC (WILLIAMSVILLE NY)
NY
08/15/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WILLIAMSVILLE NY)
NY
09/18/2000 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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