Unclaimed
Bruno Grenci is a financial advisor with over 19 years of experience in the financial services industry. Bruno is registered with LPL Enterprise, LLC and holds the following licenses: Series 6, Series 7, Series 24, Series 26, Series 63, and Series 65. Bruno has been a registered representative with LPL Enterprise, LLC since September of 2024. Previously, Bruno was a registered representative with Pruco Securities, LLC and NatCity Investments, Inc. Bruno provides financial planning services, consulting and other non-discretionary advisory services, portfolio management for individuals and businesses, and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
SC
10/03/2024 - Present
LPL Enterprise, LLC (FORT MILL SC)
IN
12/07/2005 - 10/19/2006
NATCITY INVESTMENTS, INC. (INDIANAPOLIS IN)
NJ
10/05/2004 - 10/31/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 05/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/22/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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