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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Bruno is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Warren, NJ. Peter has been working in the financial services industry since 1999 and has a broad range of experience in investment consulting, portfolio management, financial planning, and pension consulting. Peter holds several licenses, including Series 3, 7, 9, 10, 63 and 65, and is registered in 41 states and the District of Columbia as a broker-dealer and/or investment advisor. Peter is committed to providing his clients with personalized financial advice and strategies to help them 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
01/11/2011 - Present
Wells Fargo Advisors Financial Network, LLC (WARREN NJ)
NJ
04/23/1999 - 10/12/2006
CITIGROUP GLOBAL MARKETS INC. (FLORHAM PARK NJ)
IA
Issued 03/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/17/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2000
Series 3 - National Commodity Futures Examination
BC
Issued 04/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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