Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Bruno is a financial advisor with over 15 years of experience in the industry. Gregory currently works with Ausdal Financial Partners, Inc. and M.Brown Financial Advisors. Gregory is a Certified Financial Planner™ professional and holds Series 7, 2, 63, and 65 licenses. Gregory specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Gregory works with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
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.
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.
Advice on uma platforms
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Revenue sharing
1
2
IL
10/10/2016 - Present
Ausdal Financial Partners, Inc. (NAPERVILLE IL)
IL
04/30/2008 - 05/19/2010
LPL FINANCIAL CORPORATION (NAPERVILLE IL)
BC
Issued 10/08/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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