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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhonda? Claim Your ProfileRhonda Ann Bruno is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in NEW ORLEANS, LA. Rhonda has been in the securities industry since 1992. Rhonda Ann Bruno is also registered in several states and has passed a number of industry exams, including the Series 7, Series 31, Series 63, and Series 65. Rhonda has worked with a number of clients, including high net worth individuals, corporations, pension plans, and insurance companies. Rhonda Ann Bruno has previously worked with MORGAN STANLEY & CO., INCORPORATED and MORGAN STANLEY DW INC. Rhonda Ann Bruno provides a variety of services to her clients, including portfolio management, financial planning, and investment research.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
LA
12/07/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW ORLEANS LA)
LA
04/02/2007 - 12/10/2007
MORGAN STANLEY & CO., INCORPORATED (NEW ORLEANS LA)
LA
04/13/1992 - 04/02/2007
MORGAN STANLEY DW INC. (NEW ORLEANS LA)
IA
Issued 09/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 04/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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