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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen L. Bruneau is a financial advisor with Ameritas Advisory Services, LLC, located in Weston, MA. Stephen L. Bruneau has been in the financial industry for over 40 years. Stephen L. Bruneau has been registered with FINRA since 1979. Stephen L. Bruneau is licensed to sell securities in 25 states. Stephen L. Bruneau has a Series 7, 6, 63, 65, and 24 license. Stephen L. Bruneau is also a registered investment advisor in Massachusetts and Texas. Stephen L. Bruneau specializes in financial planning, pension consulting, educational seminars, and selection of other advisors.
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)
MA
09/02/2003 - 06/30/2006
CARILLON INVESTMENTS, INC. (WESTON MA)
MD
06/20/2000 - 09/06/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
MD
06/03/1996 - 06/16/2000
THE ADVISORS GROUP, INC. (BETHESDA MD)
OH
02/11/1987 - 05/31/1996
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
SC
12/16/1989 - 05/08/1990
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
08/11/1987 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
03/02/1983 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
05/29/1985 - 02/18/1987
PENN MUTUAL EQUITY SERVICES, INC.
NA
04/25/1984 - 04/10/1985
MML INVESTORS SERVICES, INC.
NA
04/12/1983 - 04/10/1985
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
08/31/1979 - 04/08/1982
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 06/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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