Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Michael Bruno is a financial advisor with Fidelity Personal And Workplace Advisors. Louis has been a registered representative for over 20 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Louis is registered in 44 states and the District of Columbia and is licensed to provide a wide range of financial services, including financial planning, portfolio management, and educational seminars. Louis is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals.
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.
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NY
04/18/2019 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
06/05/2012 - 10/06/2014
CHELSEA FINANCIAL SERVICES (STATEN ISLAND NY)
NJ
07/20/2006 - 06/25/2012
NEWBRIDGE SECURITIES CORPORATION (RED BANK NJ)
NY
10/04/2005 - 07/20/2006
GREAT EASTERN SECURITIES, INC. (NEW YORK NY)
FL
02/14/2005 - 09/29/2005
INDEPENDENT SECURITIES INVESTORS CORPORATION (CHIPLEY FL)
NY
04/14/2004 - 01/04/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
12/11/2003 - 03/15/2004
S.W. BACH & COMPANY (PORT WASHINGTON NY)
GA
08/26/2003 - 12/10/2003
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
TX
10/02/2002 - 09/30/2003
SALOMON GREY FINANCIAL CORPORATION (DALLAS TX)
GA
07/26/2002 - 10/22/2002
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
BOTH
Issued 10/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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