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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Michelle Bruneau is a financial advisor associated with Ameritas Advisory Services, LLC. Stephanie Bruneau has been in the financial services industry since August 16, 2020. Stephanie Bruneau is a registered representative and investment advisor representative. Stephanie Bruneau holds the Series 63, Series 65, Series 7TO and SIE licenses. Stephanie Bruneau has been registered with the state of Massachusetts since August 18, 2020.
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.
Solicitor fees
1
2
MA
11/01/2021 - Present
Ameritas Advisory Services, LLC (Weston MA)
BC
Issued 08/17/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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