Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Bruno is a financial advisor at Edward Jones, a firm with a strong focus on individual investors and families. Sara has over 10 years of experience in the financial services industry, having previously worked with firms like Charles Schwab and TD Ameritrade. She is a licensed representative in Arkansas, Colorado, Massachusetts, Missouri, Texas, and Utah, and holds both Series 66 and Series 63 licenses. In addition to providing financial planning and investment management services, Sara also has experience in portfolio management for businesses.
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.
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.
See schedule d - miscellaneous
1
2
MO
02/22/2024 - Present
Edward Jones (ST LOUIS MO)
MO
05/26/2023 - 11/03/2023
CHARLES SCHWAB & CO., INC. (St Louis MO)
MO
05/19/2020 - 05/26/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
06/10/2013 - 05/19/2015
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 12/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 07/20/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/11/2020
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sara Bruno is the right advisor for you? Invested Better is here to help.
