Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Bruns is a financial advisor at MAI Capital Management, LLC. William has been in the financial industry since 2014 and has a Series 63, Series 66, and Series 7 license. William is also a Certified Financial Planner. William has worked at Fidelity Brokerage Services LLC, John D. Dovich & Associates, LLC, and MAI Capital Management, LLC. William's current employer is MAI Capital Management, LLC, which has offices in Cincinnati, OH. William is registered with the state of Ohio. William specializes in retirement planning, college savings, insurance planning, and estate planning. William's firm, MAI Capital Management, LLC, offers a variety of financial services, including financial planning, portfolio management, and investment management. MAI Capital Management, LLC's services are tailored to the needs of individuals, families, and businesses.
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
07/09/2019 - Present
MAI Capital Management, LLC (Cincinnati OH)
KY
11/25/2014 - 11/06/2017
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 08/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure William Bruns is the right advisor for you? Invested Better is here to help.
