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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Bruun is a financial advisor with Wells Fargo Clearing Services, LLC, in Scottsdale, AZ. Jeff has been in the financial services industry since 1999. Jeff is registered with the following regulatory organizations: FINRA, and the states of Arizona, Arkansas, California, Florida, Illinois, Montana, Nevada, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, and Washington.
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.
Investment consulting services to institutional clients
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.
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2
AZ
03/08/2011 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
AZ
06/14/2006 - 03/09/2011
CHASE INVESTMENT SERVICES CORP. (SCOTTSDALE AZ)
CA
05/13/2005 - 06/14/2006
TD AMERITRADE, INC. (SANTA CLARA CA)
MO
12/03/2003 - 05/11/2005
EDWARD JONES (ST. LOUIS MO)
NY
03/15/2002 - 12/01/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
07/06/1999 - 03/04/2002
E*TRADE SECURITIES, INCORPORATED (JERSEY CITY NJ)
IA
Issued 04/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/19/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/02/2000
Series 4 - Registered Options Principal Examination
BC
Issued 04/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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