Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Bruno is a financial advisor with over 15 years of experience in the industry. Stephanie is currently registered as an Investment Advisor Representative with Mission Wealth Management, LP. Stephanie has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients. Stephanie is committed to building strong relationships with her clients and helping 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.
Family wealth management
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.
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2
CA
10/01/2021 - Present
Mission Wealth Management, LP (SANTA BARBARA CA)
CO
12/02/2008 - 04/16/2012
CASCADE FINANCIAL MANAGEMENT, INC. (DENVER CO)
CO
09/28/2005 - 11/26/2008
SECURITIES AMERICA, INC. (GREELEY CO)
OH
02/23/2005 - 10/10/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
OH
04/21/2003 - 02/03/2005
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BC
Issued 06/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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