Unclaimed
David John Bruno is a financial advisor who has been in the industry since December 14, 1997. David Bruno is currently registered with American Portfolios Financial Services, Inc. and has been with the firm since May 5, 2020. David Bruno was previously registered with BCG Securities, Inc. and Lincoln Financial Securities Corporation.
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.
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.
1
2
PA
05/05/2020 - Present
American Portfolios Financial Services, Inc. (Bala Cynwyd PA)
NJ
01/11/2013 - 05/08/2020
BCG SECURITIES, INC. (CHERRY HILL NJ)
NJ
12/15/1997 - 01/16/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (HADDONFIELD NJ)
BC
Issued 01/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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