Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Bruno is a financial advisor at Fidelity Personal And Workplace Advisors. Douglas is a registered representative and investment advisor representative in Utah and Texas, and is licensed in 51 other states. Douglas has been in the financial industry for more than 10 years. Douglas is experienced in a wide range of financial services, including financial planning, portfolio management, and selection of other advisors.
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.
1
2
UT
03/10/2020 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
11/02/2017 - 12/05/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALT LAKE CITY UT)
RI
06/05/1998 - 09/06/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 12/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Douglas Bruno is the right advisor for you? Invested Better is here to help.
