Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruno? Claim Your ProfileBruno Fellin is a financial advisor with TD Private Client Wealth LLC. Bruno is registered with the state of New York and 31 other states. Bruno has over 15 years of experience in the financial services industry. Bruno is a Chartered Financial Analyst and holds the Series 6, 7, 22, 63 and SIE licenses. Bruno's previous employment history includes positions with P.J. Robb Variable Corporation, First Republic Securities Company, LLC, UST Securities Corp., Charles Schwab & Co., Inc., First Empire Securities, Inc. and CIGNA Securities, Inc.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
07/06/2022 - Present
TD Private Client Wealth LLC (Melville NY)
TN
05/25/2010 - 12/31/2011
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
NY
08/05/2008 - 02/04/2009
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
09/30/2003 - 10/31/2006
UST SECURITIES CORP. (NEW YORK NY)
TX
10/23/2000 - 08/21/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
04/16/1998 - 09/18/2000
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
NA
07/10/1986 - 08/03/1988
CIGNA SECURITIES, INC.
BC
Issued 01/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/03/2021
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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