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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Bernardo Jr is a registered investment advisor representative with Bernardo Wealth Planning, LLC. Anthony has been in the industry for over 30 years and has worked for several prominent firms, including Merrill Lynch, Morgan Stanley, and Purshe Kaplan Sterling Investments. He is licensed to provide investment advice in Pennsylvania and Texas. Anthony focuses on providing financial planning and investment management services to individuals, high-net-worth individuals, corporations, and pooled investment vehicles. He is also a registered representative and holds the Series 7, Series 63, and Series 65 licenses. Anthony is committed to providing personalized financial advice and helping his clients reach 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.
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.
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.
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PA
04/20/2018 - Present
Bernardo Wealth Planning, LLC (HARLEYSVILLE PA)
PA
06/06/2016 - 07/28/2016
PURSHE KAPLAN STERLING INVESTMENTS (Skippack PA)
PA
06/01/2009 - 06/30/2016
MORGAN STANLEY (BLUE BELL PA)
PA
01/02/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BLUE BELL PA)
PA
03/23/1981 - 01/06/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLUE BELL PA)
IA
Issued 11/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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