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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Paul Bruner is a financial advisor with MML Investors Services, LLC, based in Shelter Island, NY. Ross has been in the financial services industry since 2009. He specializes in providing financial planning, portfolio management, and pension consulting to individuals, businesses, and trusts. Ross is a registered representative of MML Investors Services, LLC, and is licensed to sell securities in Connecticut, Delaware and New York. Ross also holds a series of licenses and certifications, including Series 7, 8, 16, 24, 55, 63, and 66. In addition to his work at MML Investors Services, LLC, Ross is also the owner of TriStar Advisors LLC, a passive investment vehicle for family-owned real property and other assets.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
05/16/2024 - Present
MML Investors Services, LLC (SHELTER ISLAND NY)
CT
12/01/2023 - 12/15/2023
GRAY OAK CAPITAL, LLC (GREENWICH CT)
CT
10/20/2021 - 10/13/2023
OPPENHEIMER & CO. INC. (STAMFORD CT)
CT
09/11/2019 - 10/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWICH CT)
CT
06/12/2001 - 06/02/2005
PALOMA SECURITIES L.L.C. (GREENWICH CT)
NY
06/03/1996 - 03/01/2001
BANCA IMI SECURITIES CORP. (NEW YORK NY)
CT
09/26/1994 - 06/05/1996
ABN AMRO SECURITIES (USA) INC. (STAMFORD CT)
BOTH
Issued 10/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/28/1996
Series 24 - General Securities Principal Examination
BC
Issued 09/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/28/1994
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 09/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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