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Colleen V Bruno

Transamerica Financial Advisors, Inc.

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About Colleen V Bruno

Colleen Bruno is a financial advisor with over 28 years of experience in the industry. Colleen has a background in securities and investments and is licensed to provide financial advice in Florida. Colleen currently works with Transamerica Financial Advisors, Inc., a firm with over $1 billion in assets under management. Colleen offers financial advice to individuals and businesses. She is also licensed to provide portfolio management services. Prior to joining Transamerica, Colleen has experience with World Group Securities and Investment Centers of America.

Firm Information

Colleen Bruno is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Colleen Bruno’s Registration & Firm History

FL

07/06/1998 - Present

Transamerica Financial Advisors, Inc. (ST PETERSBURG FL)

FL

01/26/2006 - 12/02/2010

WORLD GROUP SECURITIES, INC. (ST. PETERSBURG FL)

FL

05/14/2009 - 09/04/2009

TRANSAMERICA FINANCIAL ADVISORS, INC. (ST. PETERSBURG FL)

GA

01/25/2005 - 12/31/2005

WORLD GROUP SECURITIES, INC. (DULUTH GA)

WI

06/06/1997 - 06/24/1998

INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)

WI

04/01/1993 - 05/27/1998

INVEST FINANCIAL CORPORATION (APPLETON WI)

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Licenses & Designations

BC

Issued 02/04/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/1993

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colleen V Bruno.
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