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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Carl Bruns is an investment advisor representative with MAI Capital Management, LLC. William has over 20 years of experience in the financial services industry and has held various roles at different firms. William is licensed to provide investment advice in Ohio.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
07/08/2019 - Present
MAI Capital Management, LLC (Cincinnati OH)
OH
02/09/2010 - 02/19/2015
NFP ADVISOR SERVICES, LLC (CINCINNATI OH)
OH
03/21/2007 - 01/29/2010
MML INVESTORS SERVICES, INC. (CINCINNATI OH)
RI
05/13/1997 - 09/14/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 06/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/31/2008
Series 24 - General Securities Principal Examination
BC
Issued 02/19/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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