Unclaimed
Juan Antonio Bruno is a financial advisor at Kovack Advisors, Inc. located in Coral Springs, FL. Juan Antonio Bruno has been in the industry since December 1999. Juan Antonio Bruno is a registered Investment Advisor and Broker with Series 6, 7TO, 63, and 65 licenses. Juan Antonio Bruno holds a Series 7TO and Series 6 license. Juan Antonio Bruno has worked at Kovack Advisors, Inc. since February 2015. Juan Antonio Bruno has worked at several other firms including Lincoln Financial Securities Corporation, Signator Investors, Inc., and Jefferson Pilot Securities Corporation. Juan Antonio Bruno specializes in investment advisory services including financial planning, portfolio management for businesses, and portfolio management for individuals. Juan Antonio Bruno serves individuals, high net worth individuals, corporations or other businesses, and pension and profit-sharing plans. Juan Antonio Bruno is also a notary public.
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.
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
FL
07/13/2018 - Present
Kovack Advisors, Inc. (Coral Springs FL)
FL
05/25/2007 - 02/26/2015
LINCOLN FINANCIAL SECURITIES CORPORATION (CORAL SPRINGS FL)
FL
06/27/2002 - 05/29/2007
SIGNATOR INVESTORS, INC. (PLANTATION FL)
IN
12/07/1999 - 06/13/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 03/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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