Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Bruneau is a registered investment advisor representative associated with Mercer Global Advisors Inc.. George has over 10 years of experience in the financial services industry and is licensed to provide investment advice in Oklahoma and Texas. George previously worked with TD Ameritrade, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. George also holds a Series 66, Series 7 and SIE licenses. George's investment philosophy is centered around understanding each client's unique needs and goals. George's services include financial planning, pension consulting, trust services, estate planning, tax return preparation, consultation and educational seminars.
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.
Trust services, estate planning, tax return preparation, consultation
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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TX
02/23/2024 - Present
Mercer Global Advisors Inc. (Aubrey TX)
AZ
04/16/2014 - 03/16/2018
TD AMERITRADE, INC. (SCOTTSDALE AZ)
AZ
01/16/2013 - 04/15/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 03/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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