Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Charles Bruno is an investment advisor representative with Level Four Advisory Services. Louis has been in the industry for over 30 years. Louis is a registered investment advisor representative in Michigan and Texas. Louis holds the Series 63, 65, 7, 8, 9, 10, and SIE licenses. Louis has previous experience with Raymond James Financial Services, Inc., Robert Thomas Securities, Inc, and Edward D. Jones & Co., L.P. Louis provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
12/21/2021 - Present
Level Four Advisory Services (DALLAS TX)
MI
01/04/1999 - 07/09/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (GROSSE POINTE WOODS MI)
FL
01/11/1996 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MO
01/17/1992 - 01/11/1996
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 03/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/24/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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