Unclaimed
Alexandra Mae Bernard is a financial professional with experience in the securities industry. She is currently registered with Purshe Kaplan Sterling Investments as a General Securities Representative. Alexandra earned her Series 7TO and SIE licenses in 2024 and 2021, respectively. Her primary focus is on providing investment advice to clients within the scope of her licenses. Alexandra is committed to building strong relationships with clients and helping them achieve their financial goals.
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.
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.
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2
NY
06/14/2024 - Present
Purshe Kaplan Sterling Investments (Melville NY)
BC
Issued 06/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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