Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Robert Bruni is a registered representative with GWN Securities Inc. based in Palm Beach Gardens, Florida. Keith Bruni has been in the securities industry since May 6, 2002. Before joining GWN Securities Inc., Keith Bruni was a representative of LINCOLN INVESTMENT and LEGEND EQUITIES CORPORATION. Keith Bruni provides financial planning, market timing services, and portfolio management for individuals. Keith Bruni is also licensed to provide insurance sales.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
FL
10/12/2021 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
FL
01/03/2017 - 07/12/2021
LINCOLN INVESTMENT (PALM BEACH GARDENS FL)
FL
07/12/2007 - 01/03/2017
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
07/08/2005 - 04/17/2007
KOVACK SECURITIES INC. (BOYNTON BEACH FL)
CA
10/28/2004 - 07/08/2005
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
CA
05/02/2003 - 10/21/2004
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
MI
09/19/2001 - 03/13/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 05/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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