Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Bruno is a financial advisor at Ameriprise Financial Services, LLC. Elizabeth has been working in the financial industry since February 18, 1986. Elizabeth holds the Series 7, Series 63, and Series 65 licenses. Elizabeth has been registered with the Securities and Exchange Commission (SEC) since 2008 and has held positions with several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and Morgan Stanley. Elizabeth is a Certified Financial Planner. Elizabeth has a real estate ownership interest in a single-family home in Arlington, Virginia.
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.
Asset allocation 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.
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2
FL
05/24/2022 - Present
Ameriprise Financial Services, LLC (BOCA RATON FL)
MI
06/01/2009 - 05/24/2022
MORGAN STANLEY (Grosse Pointe Farms MI)
DC
09/19/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
DC
10/15/1999 - 09/29/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
MD
02/19/1986 - 11/03/1999
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
IA
Issued 04/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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