Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank A. Bruno is a financial advisor at Edward Jones, with over 12 years of experience in the industry. Frank is registered in 18 states and holds Series 6, 7, 63, and 66 licenses. In addition to his role at Edward Jones, Frank is also the owner of two small businesses, Trilogy Investment Group and Triad Wine & Gifts. Frank's clients include individuals, families, businesses, and retirement plans. He specializes in providing financial planning, investment management, and retirement planning services. Frank's commitment to providing personalized financial guidance has earned him a strong reputation in the industry.
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.
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.
See schedule d - miscellaneous
1
2
NC
01/05/2024 - Present
Edward Jones (GREENSBORO NC)
NC
12/17/2020 - 08/31/2023
ALLSTATE FINANCIAL SERVICES, LLC (GREENVILLE NC)
NC
06/20/2018 - 12/09/2020
PRUCO SECURITIES, LLC. (Greensboro NC)
NE
11/22/2010 - 06/18/2018
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 08/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/21/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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