Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace Bruno has been a registered investment advisor for over 30 years and is currently registered with Ameriprise Financial Services, LLC in Minneapolis, Minnesota. Grace is a Series 66, Series 7, Series 24, and SIE licensed advisor. Grace has a history of working at other firms including INTERSECURITIES, INC., THRIVENT INVESTMENT MANAGEMENT INC., SECURIAN FINANCIAL SERVICES, INC., and MML INVESTORS SERVICES, INC. Grace provides asset allocation, financial planning, and pension consulting services.
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
MN
12/24/2013 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
MN
07/08/2008 - 07/20/2009
INTERSECURITIES, INC. (ST. PAUL MN)
MN
09/16/2005 - 06/23/2008
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
11/14/1989 - 08/03/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MA
03/04/1986 - 04/06/1989
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 07/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/07/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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