Unclaimed
Michael Bruno is a financial advisor with over 39 years of experience in the industry. Michael has served as a President at MJB Financial Services, Inc. Michael is currently registered with LaSalle St. Investment Advisors, LLC and holds several licenses and certifications including Series 6, Series 63, and Series 65. Michael is dedicated to providing financial guidance and investment management services to individuals, families, and businesses. Michael's specialties include financial planning, portfolio management, and pension consulting. Michael has a strong commitment 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.
Guidance on pension options to ensure a secure financial future.
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
NY
02/16/2023 - Present
Lasalle ST. Investment Advisors, LLC (East Aurora NY)
NY
12/01/2017 - 11/03/2022
SECURITIES AMERICA, INC. (WILLIAMSVILLE NY)
NY
06/23/2011 - 12/06/2017
INVEST FINANCIAL CORPORATION (WILLIAMSVILLE NY)
NY
10/31/2002 - 06/23/2011
ENSEMBLE FINANCIAL SERVICES, INC. (WILLIAMSVILLE NY)
NY
11/08/1989 - 11/14/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
03/29/1983 - 10/27/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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