Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bruno is a registered representative with Fidelity Personal And Workplace Advisors and has been in the financial services industry for over 10 years. Michael is a Series 7, 66 and SIE licensed representative. Michael has been registered with the state of Texas since April 23, 2024. Prior to joining Fidelity Personal And Workplace Advisors, Michael was a registered representative with Edward Jones. Michael is licensed to offer advisory and brokerage services to clients, including individuals, businesses, and retirement plans. Michael has over 10 years of experience working in the financial services industry, offering a wide range of financial services, including financial planning, portfolio management, and retirement planning. The firm has over 1.5 million individual clients and 8,000 institutional clients. Michael's focus is on providing clients with personalized financial advice to help meet 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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TX
04/25/2024 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
GA
04/25/2013 - 01/06/2015
EDWARD JONES (RICHMOND HILL GA)
BOTH
Issued 04/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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