Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruno? Claim Your ProfileBruno Cunha is a financial advisor with over 2 years of experience in the industry. Bruno is a registered representative in Rhode Island and Texas, and holds Series 7, 63, and 65 licenses. Bruno's experience includes working at Citizens Securities, Inc. and Fidelity Personal And Workplace Advisors. Bruno provides financial planning and portfolio management services to individuals, corporations, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
RI
05/16/2022 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
RI
01/13/2021 - 04/14/2022
CITIZENS SECURITIES, INC. (JOHNSTON RI)
RI
10/15/2019 - 12/31/2020
CITIZENS SECURITIES, INC. (BARRINGTON RI)
IA
Issued 11/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/29/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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