Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Willis Bruner has been in the financial services industry for over 28 years. He has held positions at Questar Capital Corporation, Woodbury Financial Services, Inc., and is currently a Registered Representative of Osaic Wealth, Inc. Robert holds a variety of licenses and certifications, including Series 6, 7, 26, 63, and 66. He provides financial planning, investment management, and retirement planning services. Robert's focus is on helping clients achieve their financial goals through customized strategies.
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.
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.
1
2
PA
01/19/2024 - Present
Osaic Wealth, Inc. (MOUNTVILLE PA)
PA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MOUNTVILLE PA)
PA
11/15/2011 - 03/01/2019
QUESTAR CAPITAL CORPORATION (MOUNTVILLE PA)
PA
11/21/2003 - 11/17/2011
WOODBURY FINANCIAL SERVICES, INC. (MOUNTVILLE PA)
MN
08/11/2000 - 11/21/2003
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
CA
04/07/1998 - 08/24/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
TX
10/28/1992 - 05/14/1996
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 03/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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