Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruno? Claim Your ProfileBruno Triepshi is an investment advisor representative with Equitable Advisors, LLC. Bruno is registered in New York. Equitable Advisors, LLC is a firm with over 4,200 licensed agents and 5,400 registered representatives. Bruno has passed the Series 63 and Series 65 examinations. Bruno has been in the financial industry for over a year, but this is their first role as an investment advisor representative.
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.
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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NY
11/22/2024 - Present
Equitable Advisors, LLC (NEW YORK NY)
Active
Inactive
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