Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Bruno is a financial advisor with Truist Advisory Services, Inc. with over 10 years of experience in the industry. Thomas has a broad range of experience, including serving clients at Charles Schwab & Co., Inc. and Morgan Stanley. He is dedicated to helping his clients achieve their financial goals through comprehensive financial planning, portfolio management, and a variety of other services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
07/31/2024 - Present
Truist Advisory Services, Inc. (CHARLOTTESVILLE VA)
TX
03/10/2023 - 01/10/2024
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
DC
03/07/2018 - 03/02/2021
MORGAN STANLEY (WASHINGTON DC)
CO
02/13/2012 - 03/15/2018
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
BOTH
Issued 07/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2024
Series 24 - General Securities Principal Examination
BC
Issued 12/13/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2018
Series 3 - National Commodity Futures Examination
BC
Issued 02/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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