Unclaimed
Jennifer Bruno is a registered representative and investment advisor representative with Fidelity Personal and Workplace Advisors. Jennifer has been in the financial services industry since September 2018 and is registered with FINRA, the state of Virginia, and other states. Jennifer has a Series 66 license, a Series 7 license, and a Series 9 and Series 10 license for the supervisor's role. Jennifer holds a SIE license and provides financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Prior to Fidelity, Jennifer worked for Securian Financial 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.
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.
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.
1
2
VA
12/09/2022 - Present
Fidelity Personal AND Workplace Advisors (MOSELEY VA)
VA
08/12/2019 - 05/19/2021
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
BOTH
Issued 11/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/06/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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