Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Bruno is a financial professional with over 25 years of experience in the financial services industry. Frank currently works at Money Intelligence. Frank is registered with the state of California to provide investment advice and has a Series 66, Series 7TO, Series 63, Series 24, Series 3 and Series 6 licenses. Frank has experience working with individuals, pension and profit sharing plans, and other clients.
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.
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.
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CA
03/20/2022 - Present
Money Intelligence (Santa Clara CA)
CA
03/23/2015 - 12/31/2020
MML DISTRIBUTORS, LLC (Oak Park CA)
MA
10/24/2012 - 12/08/2014
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CA
07/02/2012 - 09/26/2012
ADVISORS CLEARING NETWORK, INC. (PASADEAN CA)
CA
02/29/2008 - 02/02/2012
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
10/06/2004 - 09/17/2007
UNIONBANC INVESTMENT SERVICES, LLC (GLENDALE CA)
NY
06/16/1997 - 05/11/2004
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
PA
03/07/1996 - 02/27/1997
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
MA
02/03/1993 - 09/17/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 02/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2022
Series 24 - General Securities Principal Examination
BC
Issued 07/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1995
Series 3 - National Commodity Futures Examination
BC
Issued 02/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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