Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Bruno is a financial professional with over 28 years of experience in the industry. Joseph currently works with Brokers International Financial Services, LLC and holds Series 6, 7, 63, 65 and SIE licenses. Joseph has experience in investment company products, variable contracts, general securities and investment advisory services. Joseph has previously worked with Nationwide Securities, LLC and 1717 Capital Management Company. Joseph is licensed to conduct business in California, Delaware, Maryland, New Jersey, New York, Ohio, Pennsylvania, and Tennessee.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets managed by third-party advisor firms
1
2
PA
07/06/2020 - Present
Brokers International Financial Services, LLC (Newtown Square PA)
PA
08/01/2008 - 07/01/2020
NATIONWIDE SECURITIES, LLC (NEWTOWN SQUARE PA)
PA
10/27/1995 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (RADNOR PA)
NJ
08/02/1993 - 10/09/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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